EBA
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Eagle Bay Advisors’s Houlihan Lokey HLI Stock Holding History

Eagle Bay Advisors’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
-139
Closed -$24.1K – 490
2024
Q4 		$24.1K Sell
139
-40
-22% -$7.04K 0.02% 438
2024
Q3 		$28.2K Sell
179
-46
-20% -$6.87K 0.01% 558
2024
Q2 		$30.3K Sell
225
-8
-3% -$1.05K 0.02% 395
2024
Q1 		$29.8K Sell
233
-96
-29% -$11.9K 0.02% 371
2023
Q4 		$39.4K Sell
329
-162
-33% -$17.6K 0.02% 326
2023
Q3 		$52.6K Buy
491
+245
+100% +$25.3K 0.02% 402
2023
Q2 		$24.1K Buy
246
+245
+24,500% +$22.2K 0.01% 506
2023
Q1 		$52 Hold
1
– – ﹤0.01% 915
2022
Q4 		$52 Hold
1
– – ﹤0.01% 934
2022
Q3 		$0 Hold
1
– – ﹤0.01% 941
2022
Q2 		$46 Buy
+1
New +$84 ﹤0.01% 1112
2022
Q1 		– Sell
-1
Closed -$1K – 588
2021
Q4 		$1K Hold
1
– – ﹤0.01% 1010
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1123
2021
Q2 		$1K Buy
+1
New +$72 ﹤0.01% 899

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