CIM
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CIM Investment Management’s Houlihan Lokey HLI Stock Holding History

CIM Investment 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
2019
Q1 		– Sell
-6,037
Closed -$222K – 321
2018
Q4 		$222K Hold
6,037
– – 0.1% 273
2018
Q3 		$271K Hold
6,037
– – 0.1% 284
2018
Q2 		$309K Buy
+6,037
New +$289K 0.11% 275

Other funds holding HLI

OCU
ORIX Corporation USA Dallas, Texas $2.31M AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIM Investment Management's HLI Position: Q1 2019 in Review

CIM Investment Management sold out of Houlihan Lokey (HLI) in Q1 2019, closing a stake of 6,037 shares — an estimated $222K sold.

CIM Investment Management first reported a position in HLI in Q2 2018 and held it in 3 quarters. The position peaked at $309K in Q2 2018. 168 funds tracked by Wall St. Rank hold HLI as of Q1 2019.

  • CIM Investment Management reported no remaining Houlihan Lokey position as of Q1 2019 after selling out during the quarter.
  • CIM Investment Management sold 6,037 Houlihan Lokey shares in Q1 2019, an estimated $222K.
  • CIM Investment Management first reported a position in Houlihan Lokey in Q2 2018 and held it in 3 quarters.
  • CIM Investment Management's Houlihan Lokey position peaked at $309K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2019.

Based on CIM Investment Management's 13F filing for Q1 2019, filed 13 May 2019.