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Norden Group’s Holley HLLY Stock Holding History

Norden Group’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41,347
Closed -$82.7K – 600
2025
Q2 		$82.7K Buy
41,347
+1,893
+5% +$4.02K 0.01% 553
2025
Q1 		$101K Sell
39,454
-9,040
-19% -$25.4K 0.01% 526
2024
Q4 		$146K Buy
48,494
+2,324
+5% +$6.51K 0.02% 515
2024
Q3 		$136K Buy
46,170
+14,514
+46% +$48.6K 0.02% 498
2024
Q2 		$113K Sell
31,656
-12,038
-28% -$46.9K 0.02% 393
2024
Q1 		$195K Buy
43,694
+9,781
+29% +$44.7K 0.04% 392
2023
Q4 		$165K Sell
33,913
-5,971
-15% -$26.4K 0.03% 262
2023
Q3 		$199K Buy
+39,884
New +$226K 0.07% 239

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return