Bedel Financial Consulting’s Houlihan Lokey HLI Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-21	Closed	-$2K	–	478
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	880
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	887
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	882
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	884
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	891
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	794
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	772
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	735
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	742
2019 Q4	$1K	Hold	21	–	–	﹤0.01%	726
2019 Q3	$1K	Buy	+21	New	+$930	﹤0.01%	706

Other funds holding HLI

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

BlackRock New York $5.7T AUM 30.48% 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

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

Geode Capital Management

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