Column Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Column Capital Advisors’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 Q3	$31.1K	Hold	290	–	–	﹤0.01%	383
2023 Q2	$28.5K	Hold	290	–	–	﹤0.01%	399
2023 Q1	$25.4K	Hold	290	–	–	﹤0.01%	418
2022 Q4	$25.3K	Hold	290	–	–	﹤0.01%	390
2022 Q3	$22K	Hold	290	–	–	﹤0.01%	372
2022 Q2	$23K	Hold	290	–	–	﹤0.01%	375
2022 Q1	$25K	Hold	290	–	–	﹤0.01%	377
2021 Q4	$30K	Hold	290	–	–	0.01%	372
2021 Q3	$27K	Hold	290	–	–	0.01%	352
2021 Q2	$24K	Hold	290	–	–	0.01%	363
2021 Q1	$19K	Hold	290	–	–	﹤0.01%	379
2020 Q4	$19K	Hold	290	–	–	﹤0.01%	379
2020 Q3	$17K	Hold	290	–	–	0.01%	376
2020 Q2	$16K	Buy	+290	New	+$16.9K	0.01%	409

Other funds holding HLI

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Column Capital Advisors's HLI Position: Q3 2023 in Review

Column Capital Advisors held its Houlihan Lokey (HLI) position steady in Q3 2023 at 290 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Column Capital Advisors first reported a position in HLI in Q2 2020 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

Column Capital Advisors held 290 shares of Houlihan Lokey worth $31.1K as of Q3 2023.
Column Capital Advisors left its Houlihan Lokey share count unchanged in Q3 2023.
Houlihan Lokey made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #383 holding.
Column Capital Advisors first reported a position in Houlihan Lokey in Q2 2020 and has held it in 14 quarters since.
337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.