AIA Group’s Houlihan Lokey HLI Stock Holding History

AIA Group’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 Q3	–	Sell	-3,785	Closed	-$372K	–	304
2023 Q2	$372K	Buy	+3,785	New	+$342K	0.02%	275

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

AIA Group's HLI Position: Q3 2023 in Review

AIA Group sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 3,785 shares — an estimated $372K sold.

AIA Group first reported a position in HLI in Q2 2023 and held it in 1 quarter. The position peaked at $372K in Q2 2023. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

AIA Group reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
AIA Group sold 3,785 Houlihan Lokey shares in Q3 2023, an estimated $372K.
AIA Group first reported a position in Houlihan Lokey in Q2 2023 and held it in 1 quarter.
AIA Group's Houlihan Lokey position peaked at $372K in Q2 2023.
337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on AIA Group's 13F filing for Q3 2023, filed 1 Nov 2023.