American Portfolios Advisors’s Houlihan Lokey HLI Stock Holding History

American Portfolios Advisors’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
2022 Q3	$29.5K	Sell	391 -14	-3%	-$1.13K	﹤0.01%	1996
2022 Q2	$32K	Buy	405 +25	+7%	+$2.09K	﹤0.01%	2001
2022 Q1	$33.4K	Sell	380 -15	-4%	-$1.54K	﹤0.01%	2091
2021 Q4	$40.9K	Sell	395 -5,604	-93%	-$598K	﹤0.01%	1959
2021 Q3	$553K	Buy	5,999 +325	+6%	+$28.5K	0.02%	661
2021 Q2	$464K	Buy	5,674 +1,415	+33%	+$102K	0.02%	744
2021 Q1	$283K	Buy	4,259 +253	+6%	+$17.1K	0.01%	888
2020 Q4	$269K	Sell	4,006 -198	-5%	-$12.8K	0.01%	777
2020 Q3	$248K	Buy	4,204 +904	+27%	+$51.8K	0.01%	719
2020 Q2	$184K	Buy	3,300 +3,247	+6,126%	+$189K	0.01%	769
2020 Q1	$2.76K	Hold	53	–	–	﹤0.01%	2288
2019 Q4	$2.59K	Hold	53	–	–	﹤0.01%	2503
2019 Q3	$2.39K	Hold	53	–	–	﹤0.01%	2465
2019 Q2	$2.36K	Buy	53 +11	+26%	+$514	﹤0.01%	2433
2019 Q1	$1.93K	Buy	+42	New	+$1.85K	﹤0.01%	2392

Other funds holding HLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's HLI Position: Q3 2022 in Review

American Portfolios Advisors reduced its Houlihan Lokey (HLI) stake by 3.5% in Q3 2022, selling an estimated $1.13K and leaving 391 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

American Portfolios Advisors first reported a position in HLI in Q1 2019 and has held it in 15 quarters since. The position peaked at $553K in Q3 2021. 323 funds tracked by Wall St. Rank hold HLI as of Q3 2022.

American Portfolios Advisors held 391 shares of Houlihan Lokey worth $29.5K as of Q3 2022.
American Portfolios Advisors sold 14 Houlihan Lokey shares in Q3 2022, an estimated $1.13K.
Houlihan Lokey made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1996 holding.
American Portfolios Advisors first reported a position in Houlihan Lokey in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's Houlihan Lokey position peaked at $553K in Q3 2021.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.