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Accel Wealth Management’s Houlihan Lokey HLI Stock Holding History

Accel 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
2023
Q2 		– Sell
-14
Closed -$1.24K – 461
2023
Q1 		$1.24K Hold
14
– – ﹤0.01% 1150
2022
Q4 		$1.23K Hold
14
– – ﹤0.01% 948
2022
Q3 		$1K Hold
14
– – ﹤0.01% 994
2022
Q2 		$1K Buy
+14
New +$1.17K ﹤0.01% 956

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Accel Wealth Management's HLI Position: Q2 2023 in Review

Accel Wealth Management sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 14 shares — an estimated $1.24K sold.

Accel Wealth Management first reported a position in HLI in Q2 2022 and held it in 4 quarters. The position peaked at $1.24K in Q1 2023. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

  • Accel Wealth Management reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 14 Houlihan Lokey shares in Q2 2023, an estimated $1.24K.
  • Accel Wealth Management first reported a position in Houlihan Lokey in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Houlihan Lokey position peaked at $1.24K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.