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Allred Capital Management’s Houlihan Lokey HLI Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-31
Closed -$2.06K – 432
2021
Q1 		$2.06K Buy
+31
New +$2.09K ﹤0.01% 789
2020
Q1 		– Sell
-60
Closed -$2.93K – 375
2019
Q4 		$2.93K Buy
+60
New +$2.83K ﹤0.01% 752

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allred Capital Management's HLI Position: Q2 2021 in Review

Allred Capital Management sold out of Houlihan Lokey (HLI) in Q2 2021, closing a stake of 31 shares — an estimated $2.06K sold.

Allred Capital Management first reported a position in HLI in Q4 2019 and held it in 2 quarters. The position peaked at $2.93K in Q4 2019. 302 funds tracked by Wall St. Rank hold HLI as of Q2 2021.

  • Allred Capital Management reported no remaining Houlihan Lokey position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 31 Houlihan Lokey shares in Q2 2021, an estimated $2.06K.
  • Allred Capital Management first reported a position in Houlihan Lokey in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Houlihan Lokey position peaked at $2.93K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.