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Benjamin F. Edwards & Company’s Houlihan Lokey HLI Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$91K Buy
678
+277
+69% +$36.3K ﹤0.01% 1134
2024
Q1 		$52K Buy
401
+265
+195% +$32.8K ﹤0.01% 1278
2023
Q4 		$16K Buy
+136
New +$14.7K ﹤0.01% 1537
2019
Q3 		– Sell
-58
Closed -$3K – 1892
2019
Q2 		$3K Buy
+58
New +$2.71K ﹤0.01% 1735

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Benjamin F. Edwards & Company's HLI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Houlihan Lokey (HLI) stake by 69% in Q2 2024, buying an estimated $36.3K and bringing the position to 678 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Benjamin F. Edwards & Company first reported a position in HLI in Q2 2019 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold HLI as of Q2 2024.

  • Benjamin F. Edwards & Company held 678 shares of Houlihan Lokey worth $91K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 277 Houlihan Lokey shares in Q2 2024, an estimated $36.3K.
  • Houlihan Lokey made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1134 holding.
  • Benjamin F. Edwards & Company first reported a position in Houlihan Lokey in Q2 2019 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.