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Atticus Wealth Management’s Houlihan Lokey HLI Stock Holding History

Atticus Wealth 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
2023
Q4 		– Sell
-29
Closed -$3.11K – 582
2023
Q3 		$3.11K Hold
29
– – ﹤0.01% 475
2023
Q2 		$2.85K Buy
+29
New +$2.62K ﹤0.01% 470

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atticus Wealth Management's HLI Position: Q4 2023 in Review

Atticus Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2023, closing a stake of 29 shares — an estimated $3.11K sold.

Atticus Wealth Management first reported a position in HLI in Q2 2023 and held it in 2 quarters. The position peaked at $3.11K in Q3 2023. 392 funds tracked by Wall St. Rank hold HLI as of Q4 2023.

  • Atticus Wealth Management reported no remaining Houlihan Lokey position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 29 Houlihan Lokey shares in Q4 2023, an estimated $3.11K.
  • Atticus Wealth Management first reported a position in Houlihan Lokey in Q2 2023 and held it in 2 quarters.
  • Atticus Wealth Management's Houlihan Lokey position peaked at $3.11K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.