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 $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bedel Financial Consulting's HLI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Houlihan Lokey (HLI) in Q2 2022, closing a stake of 21 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in HLI in Q3 2019 and held it in 11 quarters. The position peaked at $2K in Q1 2022. 323 funds tracked by Wall St. Rank hold HLI as of Q2 2022.

Bedel Financial Consulting reported no remaining Houlihan Lokey position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 21 Houlihan Lokey shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in Houlihan Lokey in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's Houlihan Lokey position peaked at $2K in Q1 2022.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.