Zurich Cantonal Bank
HLLY icon

Zurich Cantonal Bank’s Holley HLLY Stock Holding History

Zurich Cantonal Bank’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
Q4 		– Sell
-12,188
Closed -$36K – 2661
2024
Q3 		$36K Hold
12,188
– – ﹤0.01% 2580
2024
Q2 		$43.6K Hold
12,188
– – ﹤0.01% 2555
2024
Q1 		$54.4K Hold
12,188
– – ﹤0.01% 2550
2023
Q4 		$59.4K Hold
12,188
– – ﹤0.01% 2581
2023
Q3 		$60.8K Buy
+12,188
New +$69K ﹤0.01% 2547
2023
Q2 		– Sell
-11,352
Closed -$31.1K – 2827
2023
Q1 		$31.1K Hold
11,352
– – ﹤0.01% 2695
2022
Q4 		$24.1K Buy
11,352
+5,461
+93% +$17.2K ﹤0.01% 2734
2022
Q3 		$24K Hold
5,891
– – ﹤0.01% 2767
2022
Q2 		$62K Buy
+5,891
New +$64.2K ﹤0.01% 2492
2022
Q1 		– Sell
-12,735
Closed -$165K – 2768
2021
Q4 		$165K Buy
+12,735
New +$154K ﹤0.01% 2201

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zurich Cantonal Bank's HLLY Position: Q4 2024 in Review

Zurich Cantonal Bank sold out of Holley (HLLY) in Q4 2024, closing a stake of 12,188 shares — an estimated $36K sold.

Zurich Cantonal Bank first reported a position in HLLY in Q4 2021 and held it in 10 quarters. The position peaked at $165K in Q4 2021. 123 funds tracked by Wall St. Rank hold HLLY as of Q4 2024.

  • Zurich Cantonal Bank reported no remaining Holley position as of Q4 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 12,188 Holley shares in Q4 2024, an estimated $36K.
  • Zurich Cantonal Bank first reported a position in Holley in Q4 2021 and held it in 10 quarters.
  • Zurich Cantonal Bank's Holley position peaked at $165K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Holley as of Q4 2024.

Based on Zurich Cantonal Bank's 13F filing for Q4 2024, filed 7 Feb 2025.