Carmignac Gestion’s Houlihan Lokey HLI Stock Holding History

Carmignac Gestion’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 Q1	–	Sell	-10,000	Closed	-$872K	–	146
2022 Q4	$872K	Buy	+10,000	New	+$899K	0.02%	106

Other funds holding HLI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Carmignac Gestion's HLI Position: Q1 2023 in Review

Carmignac Gestion sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 10,000 shares — an estimated $872K sold.

Carmignac Gestion first reported a position in HLI in Q4 2022 and held it in 1 quarter. The position peaked at $872K in Q4 2022. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

Carmignac Gestion reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
Carmignac Gestion sold 10,000 Houlihan Lokey shares in Q1 2023, an estimated $872K.
Carmignac Gestion first reported a position in Houlihan Lokey in Q4 2022 and held it in 1 quarter.
Carmignac Gestion's Houlihan Lokey position peaked at $872K in Q4 2022.
328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on Carmignac Gestion's 13F filing for Q1 2023, filed 12 May 2023.