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Bourgeon Capital Management’s Houlihan Lokey HLI Stock Holding History

Bourgeon Capital 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
2022
Q4 		– Sell
-3
Closed – – 422
2022
Q3 		$0 Buy
+3
New +$243 ﹤0.01% 400

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Kayne Anderson Rudnick Investment Management
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BAM
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bourgeon Capital Management's HLI Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Houlihan Lokey (HLI) in Q4 2022, closing a stake of 3 shares.

Bourgeon Capital Management first reported a position in HLI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Houlihan Lokey position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 3 Houlihan Lokey shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Houlihan Lokey in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Houlihan Lokey position peaked at $0 in Q3 2022.
  • 334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.