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Steward Partners Investment Advisory’s Holley HLLY Stock Holding History

Steward Partners Investment Advisory’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
2024
Q3 		– Sell
-1,000
Closed -$3.58K – 3792
2024
Q2 		$3.58K Hold
1,000
– – ﹤0.01% 3141
2024
Q1 		$4.46K Sell
1,000
-2,000
-67% -$9.13K ﹤0.01% 3080
2023
Q4 		$14.6K Hold
3,000
– – ﹤0.01% 2542
2023
Q3 		$15K Hold
3,000
– – ﹤0.01% 2438
2023
Q2 		$12.3K Buy
3,000
+2,500
+500% +$7.45K ﹤0.01% 2504
2023
Q1 		$1.37K Buy
+500
New +$1.28K ﹤0.01% 3086

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
BlackRock
BlackRock New York $5.72T 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
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's HLLY Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Holley (HLLY) in Q3 2024, closing a stake of 1,000 shares — an estimated $3.58K sold.

Steward Partners Investment Advisory first reported a position in HLLY in Q1 2023 and held it in 6 quarters. The position peaked at $15K in Q3 2023. 130 funds tracked by Wall St. Rank hold HLLY as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Holley position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Holley shares in Q3 2024, an estimated $3.58K.
  • Steward Partners Investment Advisory first reported a position in Holley in Q1 2023 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Holley position peaked at $15K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Holley as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.