DI
HLI icon

Disciplined Investments’s Houlihan Lokey HLI Stock Holding History

Disciplined Investments’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 		– Sell
-10
Closed -$983 – 728
2023
Q2 		$983 Hold
10
– – ﹤0.01% 970
2023
Q1 		$875 Sell
10
-3
-23% -$282 ﹤0.01% 1019
2022
Q4 		$1.13K Buy
13
+7
+117% +$629 ﹤0.01% 851
2022
Q3 		$0 Sell
6
-6
-50% -$486 ﹤0.01% 1379
2022
Q2 		$1K Buy
12
+3
+33% +$251 ﹤0.01% 954
2022
Q1 		$1K Buy
+9
New +$927 ﹤0.01% 1014

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Disciplined Investments's HLI Position: Q3 2023 in Review

Disciplined Investments sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 10 shares — an estimated $983 sold.

Disciplined Investments first reported a position in HLI in Q1 2022 and held it in 6 quarters. The position peaked at $1.13K in Q4 2022. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

  • Disciplined Investments reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Houlihan Lokey shares in Q3 2023, an estimated $983.
  • Disciplined Investments first reported a position in Houlihan Lokey in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Houlihan Lokey position peaked at $1.13K in Q4 2022.
  • 337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.