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Buckingham Strategic Wealth’s Houlihan Lokey HLI Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-5,183
Closed -$306K – 552
2020
Q3 		$306K Buy
+5,183
New +$297K 0.02% 363

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's HLI Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Houlihan Lokey (HLI) in Q4 2020, closing a stake of 5,183 shares — an estimated $306K sold.

Buckingham Strategic Wealth first reported a position in HLI in Q3 2020 and held it in 1 quarter. The position peaked at $306K in Q3 2020. 289 funds tracked by Wall St. Rank hold HLI as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Houlihan Lokey position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,183 Houlihan Lokey shares in Q4 2020, an estimated $306K.
  • Buckingham Strategic Wealth first reported a position in Houlihan Lokey in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Houlihan Lokey position peaked at $306K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.