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AMP Capital Investors’s Houlihan Lokey HLI Stock Holding History

AMP Capital Investors’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
Q4 		– Sell
-4,046
Closed -$373K – 545
2021
Q3 		$373K Sell
4,046
-4,597
-53% -$403K ﹤0.01% 1000
2021
Q2 		$707K Buy
8,643
+2,046
+31% +$148K ﹤0.01% 906
2021
Q1 		$439K Buy
6,597
+3,495
+113% +$236K ﹤0.01% 1014
2020
Q4 		$206K Sell
3,102
-14,097
-82% -$914K ﹤0.01% 1186
2020
Q3 		$998K Buy
+17,199
New +$986K 0.01% 821
2018
Q1 		– Sell
-5,400
Closed -$245K – 1189
2017
Q4 		$245K Buy
+5,400
New +$231K ﹤0.01% 1127

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 $24.3B AUM 34.41% 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
AllianceBernstein
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AMP Capital Investors's HLI Position: Q4 2021 in Review

AMP Capital Investors sold out of Houlihan Lokey (HLI) in Q4 2021, closing a stake of 4,046 shares — an estimated $373K sold.

AMP Capital Investors first reported a position in HLI in Q4 2017 and held it in 6 quarters. The position peaked at $998K in Q3 2020. 344 funds tracked by Wall St. Rank hold HLI as of Q4 2021.

  • AMP Capital Investors reported no remaining Houlihan Lokey position as of Q4 2021 after selling out during the quarter.
  • AMP Capital Investors sold 4,046 Houlihan Lokey shares in Q4 2021, an estimated $373K.
  • AMP Capital Investors first reported a position in Houlihan Lokey in Q4 2017 and held it in 6 quarters.
  • AMP Capital Investors's Houlihan Lokey position peaked at $998K in Q3 2020.
  • 344 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.