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Zurich Cantonal Bank’s
Holley
HLLY
Stock Holding History
Zurich Cantonal Bank’s Portfolio
HLLY Stock Details
HLLY Fund Activity
Bought
Maintained
Sold
Shares
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
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BOCH
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$369M AUM
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1-Year Est. Return
CCG
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$680M AUM
30.34%
1-Year Est. Return
Boston Partners
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$95.5B AUM
28.4%
1-Year Est. Return
SC
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Milwaukee, Wisconsin
$763M AUM
26.49%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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