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Buckingham Capital Management (New York)’s Houlihan Lokey HLI Stock Holding History

Buckingham Capital Management (New York)’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
Q4 		– Sell
-45,800
Closed -$2.07M – 35
2019
Q3 		$2.07M Buy
+45,800
New +$2.03M 0.26% 69
2019
Q2 		– Sell
-37,253
Closed -$1.71M – 93
2019
Q1 		$1.71M Sell
37,253
-547
-1% -$24.1K 0.16% 86
2018
Q4 		$1.39M Buy
+37,800
New +$1.54M 0.21% 73

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Buckingham Capital Management (New York)'s HLI Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Houlihan Lokey (HLI) in Q4 2019, closing a stake of 45,800 shares — an estimated $2.07M sold.

Buckingham Capital Management (New York) first reported a position in HLI in Q4 2018 and held it in 3 quarters. The position peaked at $2.07M in Q3 2019. 187 funds tracked by Wall St. Rank hold HLI as of Q4 2019.

  • Buckingham Capital Management (New York) reported no remaining Houlihan Lokey position as of Q4 2019 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 45,800 Houlihan Lokey shares in Q4 2019, an estimated $2.07M.
  • Buckingham Capital Management (New York) first reported a position in Houlihan Lokey in Q4 2018 and held it in 3 quarters.
  • Buckingham Capital Management (New York)'s Houlihan Lokey position peaked at $2.07M in Q3 2019.
  • 187 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.