DZ Bank
HLI icon

DZ Bank’s Houlihan Lokey HLI Stock Holding History

DZ Bank’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
Q2 		– Sell
-27,802
Closed -$2.44M – 1043
2022
Q1 		$2.44M Buy
+27,802
New +$2.86M ﹤0.01% 603
2018
Q4 		– Sell
-2,238
Closed -$100K – 775
2018
Q3 		$100K Hold
2,238
– – ﹤0.01% 725
2018
Q2 		$114K Sell
2,238
-10,128
-82% -$484K ﹤0.01% 792
2018
Q1 		$551K Hold
12,366
– – ﹤0.01% 778
2017
Q4 		$561K Buy
12,366
+4,649
+60% +$199K ﹤0.01% 618
2017
Q3 		$301K Buy
+7,717
New +$282K ﹤0.01% 687

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AllianceBernstein
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BAM
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Bank of America
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T. Rowe Price Associates
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BAMCO Inc
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return