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CNA Financial’s Houlihan Lokey HLI Stock Holding History

CNA Financial’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
2023
Q1 		– Sell
-3,902
Closed -$340K – 42
2022
Q4 		$340K Sell
3,902
-12,164
-76% -$1.09M 0.21% 53
2022
Q3 		$1.21M Sell
16,066
-1,435
-8% -$116K 0.46% 32
2022
Q2 		$1.38M Sell
17,501
-1,140
-6% -$95.3K 0.48% 32
2022
Q1 		$1.64M Sell
18,641
-890
-5% -$91.6K 0.51% 40
2021
Q4 		$2.02M Sell
19,531
-1,310
-6% -$140K 0.53% 39
2021
Q3 		$1.92M Buy
20,841
+100
+0.5% +$8.76K 0.52% 40
2021
Q2 		$1.7M Hold
20,741
– – 0.48% 41
2021
Q1 		$1.38M Hold
20,741
– – 0.42% 53
2020
Q4 		$1.39M Buy
20,741
+260
+1% +$16.9K 0.44% 53
2020
Q3 		$1.21M Buy
20,481
+2,380
+13% +$136K 0.44% 52
2020
Q2 		$1.01M Buy
18,101
+13,047
+258% +$760K 0.4% 55
2020
Q1 		$263K Buy
+5,054
New +$262K 0.11% 93

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return