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Advisory Research’s Houlihan Lokey HLI Stock Holding History

Advisory Research’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
2020
Q3 		– Sell
-5,786
Closed -$322K – 327
2020
Q2 		$322K Sell
5,786
-1,545
-21% -$90K 0.03% 278
2020
Q1 		$382K Buy
+7,331
New +$380K 0.03% 217

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Advisory Research's HLI Position: Q3 2020 in Review

Advisory Research sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 5,786 shares — an estimated $322K sold.

Advisory Research first reported a position in HLI in Q1 2020 and held it in 2 quarters. The position peaked at $382K in Q1 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

  • Advisory Research reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
  • Advisory Research sold 5,786 Houlihan Lokey shares in Q3 2020, an estimated $322K.
  • Advisory Research first reported a position in Houlihan Lokey in Q1 2020 and held it in 2 quarters.
  • Advisory Research's Houlihan Lokey position peaked at $382K in Q1 2020.
  • 258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.