CMBA
HLI icon

C.M. Bidwell & Associates’s Houlihan Lokey HLI Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-25
Closed -$2K – 520
2022
Q1 		$2K Sell
25
-3,030
-99% -$312K ﹤0.01% 477
2021
Q4 		$316K Buy
3,055
+2,830
+1,258% +$302K 0.19% 87
2021
Q3 		$21K Hold
225
– – 0.01% 353
2021
Q2 		$18K Hold
225
– – 0.01% 359
2021
Q1 		$15K Hold
225
– – 0.01% 362
2020
Q4 		$15K Sell
225
-155
-41% -$10K 0.01% 349
2020
Q3 		$22K Sell
380
-88
-19% -$5.04K 0.02% 302
2020
Q2 		$26K Buy
+468
New +$27.3K 0.02% 285

Other funds holding HLI

Vanguard Group
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return