CMI
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Clare Market Investments’s Houlihan Lokey HLI Stock Holding History

Clare Market Investments’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
Q2 		– Sell
-4,500
Closed -$395K – 142
2022
Q1 		$395K Buy
+4,500
New +$463K 0.13% 100

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clare Market Investments's HLI Position: Q2 2022 in Review

Clare Market Investments sold out of Houlihan Lokey (HLI) in Q2 2022, closing a stake of 4,500 shares — an estimated $395K sold.

Clare Market Investments first reported a position in HLI in Q1 2022 and held it in 1 quarter. The position peaked at $395K in Q1 2022. 323 funds tracked by Wall St. Rank hold HLI as of Q2 2022.

  • Clare Market Investments reported no remaining Houlihan Lokey position as of Q2 2022 after selling out during the quarter.
  • Clare Market Investments sold 4,500 Houlihan Lokey shares in Q2 2022, an estimated $395K.
  • Clare Market Investments first reported a position in Houlihan Lokey in Q1 2022 and held it in 1 quarter.
  • Clare Market Investments's Houlihan Lokey position peaked at $395K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2022.

Based on Clare Market Investments's 13F filing for Q2 2022, filed 20 Feb 2025.