CFM Wealth Partners’s Houlihan Lokey HLI Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-1,586	Closed	-$88K	–	282
2020 Q2	$88K	Sell	1,586 -146	-8%	-$8.51K	0.03%	217
2020 Q1	$90K	Hold	1,732	–	–	0.04%	207
2019 Q4	$90K	Buy	+1,732	New	+$81.7K	0.03%	221

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAM

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

CFM Wealth Partners's HLI Position: Q3 2020 in Review

CFM Wealth Partners sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 1,586 shares — an estimated $88K sold.

CFM Wealth Partners first reported a position in HLI in Q4 2019 and held it in 3 quarters. The position peaked at $90K in Q1 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

CFM Wealth Partners reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 1,586 Houlihan Lokey shares in Q3 2020, an estimated $88K.
CFM Wealth Partners first reported a position in Houlihan Lokey in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Houlihan Lokey position peaked at $90K in Q1 2020.
258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.