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Baker Avenue Asset Management’s Houlihan Lokey HLI Stock Holding History

Baker Avenue Asset 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
-7
Closed -$750 – 849
2023
Q3 		$750 Hold
7
– – ﹤0.01% 1343
2023
Q2 		$688 Hold
7
– – ﹤0.01% 1297
2023
Q1 		$612 Hold
7
– – ﹤0.01% 1348
2022
Q4 		$610 Buy
+7
New +$629 ﹤0.01% 1252

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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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baker Avenue Asset Management's HLI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Houlihan Lokey (HLI) in Q4 2023, closing a stake of 7 shares — an estimated $750 sold.

Baker Avenue Asset Management first reported a position in HLI in Q4 2022 and held it in 4 quarters. The position peaked at $750 in Q3 2023. 392 funds tracked by Wall St. Rank hold HLI as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Houlihan Lokey position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 7 Houlihan Lokey shares in Q4 2023, an estimated $750.
  • Baker Avenue Asset Management first reported a position in Houlihan Lokey in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Houlihan Lokey position peaked at $750 in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.