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BerganKDV Wealth Management’s Houlihan Lokey HLI Stock Holding History

BerganKDV Wealth 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
-40
Closed -$3.5K – 957
2023
Q1 		$3.5K Buy
+40
New +$3.76K ﹤0.01% 748

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BerganKDV Wealth Management's HLI Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 40 shares — an estimated $3.5K sold.

BerganKDV Wealth Management first reported a position in HLI in Q1 2023 and held it in 1 quarter. The position peaked at $3.5K in Q1 2023. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 40 Houlihan Lokey shares in Q2 2023, an estimated $3.5K.
  • BerganKDV Wealth Management first reported a position in Houlihan Lokey in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Houlihan Lokey position peaked at $3.5K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.