Clean Yield Group’s Houlihan Lokey HLI Stock Holding History

Clean Yield Group’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	-50	Closed	-$4K	–	441
2022 Q1	$4K	Buy	+50	New	+$5.15K	﹤0.01%	410

Other funds holding HLI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clean Yield Group's HLI Position: Q2 2022 in Review

Clean Yield Group sold out of Houlihan Lokey (HLI) in Q2 2022, closing a stake of 50 shares — an estimated $4K sold.

Clean Yield Group first reported a position in HLI in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 323 funds tracked by Wall St. Rank hold HLI as of Q2 2022.

Clean Yield Group reported no remaining Houlihan Lokey position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 50 Houlihan Lokey shares in Q2 2022, an estimated $4K.
Clean Yield Group first reported a position in Houlihan Lokey in Q1 2022 and held it in 1 quarter.
Clean Yield Group's Houlihan Lokey position peaked at $4K in Q1 2022.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.