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Bruce G. Allen Investments’s Houlihan Lokey HLI Stock Holding History

Bruce G. Allen Investments’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
2024
Q1 		– Sell
-62
Closed -$7.43K – 994
2023
Q4 		$7.43K Buy
+62
New +$6.72K 0.01% 534

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bruce G. Allen Investments's HLI Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Houlihan Lokey (HLI) in Q1 2024, closing a stake of 62 shares — an estimated $7.43K sold.

Bruce G. Allen Investments first reported a position in HLI in Q4 2023 and held it in 1 quarter. The position peaked at $7.43K in Q4 2023. 400 funds tracked by Wall St. Rank hold HLI as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Houlihan Lokey position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 62 Houlihan Lokey shares in Q1 2024, an estimated $7.43K.
  • Bruce G. Allen Investments first reported a position in Houlihan Lokey in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Houlihan Lokey position peaked at $7.43K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.