Cassady Schiller Wealth Management’s Houlihan Lokey HLI Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$347	Buy	+2	New	+$352	﹤0.01%	1028

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Cassady Schiller Wealth Management's HLI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Houlihan Lokey (HLI) in Q4 2024: 2 shares worth $347. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings.

505 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

Cassady Schiller Wealth Management held 2 shares of Houlihan Lokey worth $347 as of Q4 2024.
Houlihan Lokey was a new Cassady Schiller Wealth Management position in Q4 2024.
Houlihan Lokey made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1028 holding.
505 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.