Castleview Partners’s Houlihan Lokey HLI Stock Holding History

Castleview Partners’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 Q1	–	Sell	-10,248	Closed	-$99	–	839
2021 Q4	$99	Buy	+10,248	New	+$1.09M	﹤0.01%	808

Other funds holding HLI

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

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Castleview Partners's HLI Position: Q1 2022 in Review

Castleview Partners sold out of Houlihan Lokey (HLI) in Q1 2022, closing a stake of 10,248 shares — an estimated $99 sold.

Castleview Partners first reported a position in HLI in Q4 2021 and held it in 1 quarter. The position peaked at $99 in Q4 2021. 343 funds tracked by Wall St. Rank hold HLI as of Q1 2022.

Castleview Partners reported no remaining Houlihan Lokey position as of Q1 2022 after selling out during the quarter.
Castleview Partners sold 10,248 Houlihan Lokey shares in Q1 2022, an estimated $99.
Castleview Partners first reported a position in Houlihan Lokey in Q4 2021 and held it in 1 quarter.
Castleview Partners's Houlihan Lokey position peaked at $99 in Q4 2021.
343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.