UBS Group
HLLY icon

UBS Group’s Holley HLLY Stock Holding History

UBS 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
2026
Q1 		$497K Buy
161,776
+149,425
+1,210% +$566K ﹤0.01% 6091
2025
Q4 		$51K Sell
12,351
-257,266
-95% -$926K ﹤0.01% 7207
2025
Q3 		$847K Buy
269,617
+122,365
+83% +$365K ﹤0.01% 5704
2025
Q2 		$295K Buy
147,252
+80,743
+121% +$171K ﹤0.01% 6452
2025
Q1 		$171K Buy
66,509
+24,963
+60% +$70K ﹤0.01% 6649
2024
Q4 		$125K Buy
41,546
+15,909
+62% +$44.6K ﹤0.01% 6735
2024
Q3 		$75.6K Sell
25,637
-10,222
-29% -$34.3K ﹤0.01% 6553
2024
Q2 		$128K Sell
35,859
-24,177
-40% -$94.3K ﹤0.01% 5988
2024
Q1 		$268K Sell
60,036
-6,285
-9% -$28.7K ﹤0.01% 5658
2023
Q4 		$323K Buy
66,321
+31,098
+88% +$137K ﹤0.01% 5445
2023
Q3 		$176K Buy
35,223
+3,488
+11% +$19.8K ﹤0.01% 5439
2023
Q2 		$130K Buy
31,735
+1,555
+5% +$4.63K ﹤0.01% 5810
2023
Q1 		$82.7K Buy
30,180
+22,869
+313% +$58.4K ﹤0.01% 6067
2022
Q4 		$15.5K Buy
7,311
+5,811
+387% +$18.3K ﹤0.01% 7973
2022
Q3 		$6K Hold
1,500
– – ﹤0.01% 9028
2022
Q2 		$16K Sell
1,500
-2,306
-61% -$25.1K ﹤0.01% 7192
2022
Q1 		$54K Sell
3,806
-715
-16% -$9.17K ﹤0.01% 6416
2021
Q4 		$58K Buy
+4,521
New +$54.7K ﹤0.01% 6767
2021
Q2 		– Sell
-1,054
Closed -$11K – 9545
2021
Q1 		$11K Buy
+1,054
New +$10.7K ﹤0.01% 7857

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