Stifel Financial
HLLY icon

Stifel Financial’s Holley HLLY Stock Holding History

Stifel Financial’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
-83,549
Closed -$167K – 3585
2025
Q2 		$167K Sell
83,549
-17,746
-18% -$37.6K ﹤0.01% 3293
2025
Q1 		$260K Sell
101,295
-16,648
-14% -$46.7K ﹤0.01% 3053
2024
Q4 		$356K Sell
117,943
-16,906
-13% -$47.4K ﹤0.01% 2881
2024
Q3 		$398K Sell
134,849
-12,024
-8% -$40.3K ﹤0.01% 2807
2024
Q2 		$526K Sell
146,873
-284
-0.2% -$1.11K ﹤0.01% 2592
2024
Q1 		$656K Buy
147,157
+1,253
+0.9% +$5.72K ﹤0.01% 2453
2023
Q4 		$711K Sell
145,904
-8,808
-6% -$38.9K ﹤0.01% 2356
2023
Q3 		$772K Sell
154,712
-2,016
-1% -$11.4K ﹤0.01% 2223
2023
Q2 		$641K Buy
156,728
+4,708
+3% +$14K ﹤0.01% 2375
2023
Q1 		$417K Buy
152,020
+17,982
+13% +$45.9K ﹤0.01% 2621
2022
Q4 		$284K Sell
134,038
-29,988
-18% -$94.4K ﹤0.01% 2792
2022
Q3 		$664K Buy
+164,026
New +$1.23M ﹤0.01% 2251

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