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Achievement Holdings’s Houlihan Lokey HLI Stock Holding History

Achievement Holdings’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
2015
Q4 		– Sell
-190,000
Closed -$4.14M – 58
2015
Q3 		$4.14M Buy
+190,000
New +$4.16M 0.34% 71

Other funds holding HLI

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Achievement Holdings's HLI Position: Q4 2015 in Review

Achievement Holdings sold out of Houlihan Lokey (HLI) in Q4 2015, closing a stake of 190,000 shares — an estimated $4.14M sold.

Achievement Holdings first reported a position in HLI in Q3 2015 and held it in 1 quarter. The position peaked at $4.14M in Q3 2015. 69 funds tracked by Wall St. Rank hold HLI as of Q4 2015.

  • Achievement Holdings reported no remaining Houlihan Lokey position as of Q4 2015 after selling out during the quarter.
  • Achievement Holdings sold 190,000 Houlihan Lokey shares in Q4 2015, an estimated $4.14M.
  • Achievement Holdings first reported a position in Houlihan Lokey in Q3 2015 and held it in 1 quarter.
  • Achievement Holdings's Houlihan Lokey position peaked at $4.14M in Q3 2015.
  • 69 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.