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Better Money Decisions’s Houlihan Lokey HLI Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-68
Closed -$6K – 282
2021
Q3 		$6K Hold
68
– – ﹤0.01% 478
2021
Q2 		$6K Hold
68
– – 0.01% 468
2021
Q1 		$5K Buy
+68
New +$4.59K 0.01% 446

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
AllianceBernstein
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Better Money Decisions's HLI Position: Q4 2021 in Review

Better Money Decisions sold out of Houlihan Lokey (HLI) in Q4 2021, closing a stake of 68 shares — an estimated $6K sold.

Better Money Decisions first reported a position in HLI in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 343 funds tracked by Wall St. Rank hold HLI as of Q4 2021.

  • Better Money Decisions reported no remaining Houlihan Lokey position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 68 Houlihan Lokey shares in Q4 2021, an estimated $6K.
  • Better Money Decisions first reported a position in Houlihan Lokey in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Houlihan Lokey position peaked at $6K in Q3 2021.
  • 343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.