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Boston Advisors’s Houlihan Lokey HLI Stock Holding History

Boston Advisors’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
2019
Q3 		$1.58M Buy
35,055
+13,965
+66% +$618K 0.08% 299
2019
Q2 		$939K Buy
+21,090
New +$985K 0.05% 374

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Boston Advisors's HLI Position: Q3 2019 in Review

Boston Advisors increased its Houlihan Lokey (HLI) stake by 66% in Q3 2019, buying an estimated $618K and bringing the position to 35,055 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #299.

Boston Advisors first reported a position in HLI in Q2 2019 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold HLI as of Q3 2019.

  • Boston Advisors held 35,055 shares of Houlihan Lokey worth $1.58M as of Q3 2019.
  • Boston Advisors bought 13,965 Houlihan Lokey shares in Q3 2019, an estimated $618K.
  • Houlihan Lokey made up 0.08% of Boston Advisors's portfolio in Q3 2019, its #299 holding.
  • Boston Advisors first reported a position in Houlihan Lokey in Q2 2019 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.