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Columbia Wanger Asset Management’s Houlihan Lokey HLI Stock Holding History

Columbia Wanger Asset 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
2017
Q4 		$48M Buy
1,055,757
+238,741
+29% +$10.2M 0.72% 42
2017
Q3 		$32M Buy
817,016
+482,904
+145% +$17.6M 0.47% 93
2017
Q2 		$11.7M Buy
334,112
+67,137
+25% +$2.28M 0.17% 168
2017
Q1 		$9.2M Buy
+266,975
New +$8.52M 0.13% 179

Other funds holding HLI

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Columbia Wanger Asset Management's HLI Position: Q4 2017 in Review

Columbia Wanger Asset Management increased its Houlihan Lokey (HLI) stake by 29% in Q4 2017, buying an estimated $10.2M and bringing the position to 1,055,757 shares worth $48M. The position accounts for 0.72% of the portfolio, ranked #42.

Columbia Wanger Asset Management first reported a position in HLI in Q1 2017 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold HLI as of Q4 2017.

  • Columbia Wanger Asset Management held 1,055,757 shares of Houlihan Lokey worth $48M as of Q4 2017.
  • Columbia Wanger Asset Management bought 238,741 Houlihan Lokey shares in Q4 2017, an estimated $10.2M.
  • Houlihan Lokey made up 0.72% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #42 holding.
  • Columbia Wanger Asset Management first reported a position in Houlihan Lokey in Q1 2017 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.