PAM
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Panagora Asset Management’s Holley HLLY Stock Holding History

Panagora Asset Management’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
2026
Q1 		$421K Buy
136,984
+6,251
+5% +$23.7K ﹤0.01% 897
2025
Q4 		$540K Buy
+130,733
New +$471K ﹤0.01% 855
2022
Q4 		– Sell
-30,725
Closed -$124K – 1469
2022
Q3 		$124K Buy
+30,725
New +$230K ﹤0.01% 1399

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Boston Partners
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return