Principal Financial Group
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Principal Financial Group’s Holley HLLY Stock Holding History

Principal Financial 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
2022
Q4 		– Sell
-11,203
Closed -$45K – 2485
2022
Q3 		$45K Sell
11,203
-6,993
-38% -$52.3K ﹤0.01% 2414
2022
Q2 		$191K Buy
+18,196
New +$198K ﹤0.01% 2307

Other funds holding HLLY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group's HLLY Position: Q4 2022 in Review

Principal Financial Group sold out of Holley (HLLY) in Q4 2022, closing a stake of 11,203 shares — an estimated $45K sold.

Principal Financial Group first reported a position in HLLY in Q2 2022 and held it in 2 quarters. The position peaked at $191K in Q2 2022. 106 funds tracked by Wall St. Rank hold HLLY as of Q4 2022.

  • Principal Financial Group reported no remaining Holley position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 11,203 Holley shares in Q4 2022, an estimated $45K.
  • Principal Financial Group first reported a position in Holley in Q2 2022 and held it in 2 quarters.
  • Principal Financial Group's Holley position peaked at $191K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held Holley as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.