SouthState Corp’s Holley HLLY Stock Holding History

SouthState Corp’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 Q2	–	Sell	-200	Closed	-$514	–	1695
2025 Q1	$514	Hold	200	–	–	﹤0.01%	1512
2024 Q4	$604	Hold	200	–	–	﹤0.01%	656
2024 Q3	$590	Hold	200	–	–	﹤0.01%	592
2024 Q2	$716	Hold	200	–	–	﹤0.01%	617
2024 Q1	$892	Hold	200	–	–	﹤0.01%	652
2023 Q4	$974	Hold	200	–	–	﹤0.01%	566
2023 Q3	$998	Hold	200	–	–	﹤0.01%	594
2023 Q2	$818	Hold	200	–	–	﹤0.01%	574
2023 Q1	$548	Hold	200	–	–	﹤0.01%	628
2022 Q4	$424	Buy	+200	New	+$630	﹤0.01%	683
2022 Q3	–	Sell	-200	Closed	-$2K	–	706
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	668
2022 Q1	$3K	Buy	200 +100	+100%	+$1.28K	﹤0.01%	660
2021 Q4	$1K	Buy	+100	New	+$1.21K	﹤0.01%	701

Other funds holding HLLY

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return