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Coppell Advisory Solutions’s Houlihan Lokey HLI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-21
Closed -$3.65K – 989
2024
Q4 		$3.65K Hold
21
– – ﹤0.01% 1406
2024
Q3 		$3.31K Hold
21
– – ﹤0.01% 1353
2024
Q2 		$2.83K Buy
+21
New +$2.75K ﹤0.01% 1324
2023
Q4 		$2.52K Buy
+21
New +$2.28K ﹤0.01% 1250
2023
Q3 		– Sell
-21
Closed -$2.08K – 1337
2023
Q2 		$2.08K Buy
+21
New +$1.9K ﹤0.01% 1013

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return