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DC Investments Management’s Houlihan Lokey HLI Stock Holding History

DC Investments 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
2020
Q3 		– Sell
-10,616
Closed -$591K – 168
2020
Q2 		$591K Buy
10,616
+408
+4% +$23.8K 0.22% 66
2020
Q1 		$532K Buy
10,208
+2,928
+40% +$152K 0.43% 63
2019
Q4 		$356K Hold
7,280
– – 0.27% 174
2019
Q3 		$328K Buy
7,280
+2,478
+52% +$110K 0.19% 233
2019
Q2 		$214K Buy
+4,802
New +$224K 0.12% 312

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

DC Investments Management's HLI Position: Q3 2020 in Review

DC Investments Management sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 10,616 shares — an estimated $591K sold.

DC Investments Management first reported a position in HLI in Q2 2019 and held it in 5 quarters. The position peaked at $591K in Q2 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

  • DC Investments Management reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 10,616 Houlihan Lokey shares in Q3 2020, an estimated $591K.
  • DC Investments Management first reported a position in Houlihan Lokey in Q2 2019 and held it in 5 quarters.
  • DC Investments Management's Houlihan Lokey position peaked at $591K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.