Belpointe Asset Management’s Houlihan Lokey HLI Stock Holding History

Belpointe 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 Q2	–	Sell	-296	Closed	-$25.9K	–	1760
2023 Q1	$25.9K	Sell	296 -4	-1%	-$376	﹤0.01%	2154
2022 Q4	$26.2K	Buy	+300	New	+$27K	﹤0.01%	1994
2022 Q3	–	Sell	-1,479	Closed	-$116K	–	1200
2022 Q2	$116K	Buy	+1,479	New	+$124K	0.01%	1049

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Belpointe Asset Management's HLI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 296 shares — an estimated $25.9K sold.

Belpointe Asset Management first reported a position in HLI in Q2 2022 and held it in 3 quarters. The position peaked at $116K in Q2 2022. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

Belpointe Asset Management reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 296 Houlihan Lokey shares in Q2 2023, an estimated $25.9K.
Belpointe Asset Management first reported a position in Houlihan Lokey in Q2 2022 and held it in 3 quarters.
Belpointe Asset Management's Houlihan Lokey position peaked at $116K in Q2 2022.
330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.