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Brookfield Corp’s Houlihan Lokey HLI Stock Holding History

Brookfield Corp’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
-18,180
Closed -$1.59M – 670
2023
Q1 		$1.59M Sell
18,180
-6,980
-28% -$657K 0.01% 445
2022
Q4 		$2.19M Buy
+25,160
New +$2.26M 0.01% 391
2022
Q3 		– Sell
-18,696
Closed -$1.48M – 684
2022
Q2 		$1.48M Buy
+18,696
New +$1.56M 0.01% 460
2022
Q1 		– Sell
-9,826
Closed -$1.02M – 702
2021
Q4 		$1.02M Buy
+9,826
New +$1.05M ﹤0.01% 443
2020
Q3 		– Sell
-40,000
Closed -$2.23M – 417
2020
Q2 		$2.23M Buy
+40,000
New +$2.33M 0.01% 206

Other funds holding HLI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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