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Aperio Group’s Houlihan Lokey HLI Stock Holding History

Aperio 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
2020
Q4 		$747K Buy
11,105
+2,753
+33% +$178K ﹤0.01% 1752
2020
Q3 		$493K Buy
8,352
+2,052
+33% +$118K ﹤0.01% 1817
2020
Q2 		$351K Buy
6,300
+1,093
+21% +$63.7K ﹤0.01% 1950
2020
Q1 		$271K Buy
+5,207
New +$270K ﹤0.01% 1967
2019
Q3 		– Sell
-2,071
Closed -$92K – 2507
2019
Q2 		$92K Buy
+2,071
New +$96.8K ﹤0.01% 2400

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group's HLI Position: Q4 2020 in Review

Aperio Group increased its Houlihan Lokey (HLI) stake by 33% in Q4 2020, buying an estimated $178K and bringing the position to 11,105 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Aperio Group first reported a position in HLI in Q2 2019 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold HLI as of Q4 2020.

  • Aperio Group held 11,105 shares of Houlihan Lokey worth $747K as of Q4 2020.
  • Aperio Group bought 2,753 Houlihan Lokey shares in Q4 2020, an estimated $178K.
  • Houlihan Lokey made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1752 holding.
  • Aperio Group first reported a position in Houlihan Lokey in Q2 2019 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.