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Abich Financial Wealth Management’s Houlihan Lokey HLI Stock Holding History

Abich Financial Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25
Closed -$3.21K – 838
2024
Q1 		$3.21K Buy
25
+6
+32% +$742 ﹤0.01% 334
2023
Q4 		$2.28K Buy
+19
New +$2.06K ﹤0.01% 308

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Abich Financial Wealth Management's HLI Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Houlihan Lokey (HLI) in Q2 2024, closing a stake of 25 shares — an estimated $3.21K sold.

Abich Financial Wealth Management first reported a position in HLI in Q4 2023 and held it in 2 quarters. The position peaked at $3.21K in Q1 2024. 416 funds tracked by Wall St. Rank hold HLI as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Houlihan Lokey position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 25 Houlihan Lokey shares in Q2 2024, an estimated $3.21K.
  • Abich Financial Wealth Management first reported a position in Houlihan Lokey in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's Houlihan Lokey position peaked at $3.21K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.