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Cary Street Partners Investment Advisory’s Houlihan Lokey HLI Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-83
Closed -$8.89K – 1128
2023
Q3 		$8.89K Hold
83
– – ﹤0.01% 1330
2023
Q2 		$8.16K Hold
83
– – ﹤0.01% 1295
2023
Q1 		$7.26K Hold
83
– – ﹤0.01% 1225
2022
Q4 		$7.23K Buy
+83
New +$7.46K ﹤0.01% 1226

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cary Street Partners Investment Advisory's HLI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Houlihan Lokey (HLI) in Q4 2023, closing a stake of 83 shares — an estimated $8.89K sold.

Cary Street Partners Investment Advisory first reported a position in HLI in Q4 2022 and held it in 4 quarters. The position peaked at $8.89K in Q3 2023. 391 funds tracked by Wall St. Rank hold HLI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Houlihan Lokey position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 83 Houlihan Lokey shares in Q4 2023, an estimated $8.89K.
  • Cary Street Partners Investment Advisory first reported a position in Houlihan Lokey in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Houlihan Lokey position peaked at $8.89K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.