CIP
HLI icon

Convergence Investment Partners’s Houlihan Lokey HLI Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-2,124
Closed -$168K – 222
2022
Q2 		$168K Buy
+2,124
New +$178K 0.1% 175
2021
Q2 		– Sell
-4,360
Closed -$290K – 259
2021
Q1 		$290K Buy
+4,360
New +$294K 0.13% 157
2018
Q1 		– Sell
-20,179
Closed -$917K – 1035
2017
Q4 		$917K Buy
20,179
+14,554
+259% +$623K 0.12% 246
2017
Q3 		$220K Sell
5,625
-13,800
-71% -$504K 0.03% 306
2017
Q2 		$678K Sell
19,425
-1,615
-8% -$54.8K 0.1% 277
2017
Q1 		$725K Buy
+21,040
New +$671K 0.1% 273

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AllianceBernstein
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Convergence Investment Partners's HLI Position: Q3 2022 in Review

Convergence Investment Partners sold out of Houlihan Lokey (HLI) in Q3 2022, closing a stake of 2,124 shares — an estimated $168K sold.

Convergence Investment Partners first reported a position in HLI in Q1 2017 and held it in 6 quarters. The position peaked at $917K in Q4 2017. 323 funds tracked by Wall St. Rank hold HLI as of Q3 2022.

  • Convergence Investment Partners reported no remaining Houlihan Lokey position as of Q3 2022 after selling out during the quarter.
  • Convergence Investment Partners sold 2,124 Houlihan Lokey shares in Q3 2022, an estimated $168K.
  • Convergence Investment Partners first reported a position in Houlihan Lokey in Q1 2017 and held it in 6 quarters.
  • Convergence Investment Partners's Houlihan Lokey position peaked at $917K in Q4 2017.
  • 323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2022.

Based on Convergence Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.