C
HLI icon

Certuity’s Houlihan Lokey HLI Stock Holding History

Certuity’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
Q3 		– Sell
-1,705
Closed -$230K – 369
2024
Q2 		$230K Sell
1,705
-9
-0.5% -$1.18K 0.02% 315
2024
Q1 		$220K Sell
1,714
-160
-9% -$19.8K 0.02% 292
2023
Q4 		$225K Buy
+1,874
New +$203K 0.02% 299

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $7.03B AUM 11.68% 1-Year Est. Return

Certuity's HLI Position: Q3 2024 in Review

Certuity sold out of Houlihan Lokey (HLI) in Q3 2024, closing a stake of 1,705 shares — an estimated $230K sold.

Certuity first reported a position in HLI in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q2 2024. 452 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • Certuity reported no remaining Houlihan Lokey position as of Q3 2024 after selling out during the quarter.
  • Certuity sold 1,705 Houlihan Lokey shares in Q3 2024, an estimated $230K.
  • Certuity first reported a position in Houlihan Lokey in Q4 2023 and held it in 3 quarters.
  • Certuity's Houlihan Lokey position peaked at $230K in Q2 2024.
  • 452 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on Certuity's 13F filing for Q3 2024, filed 12 Nov 2024.