EAM
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EFG Asset Management’s Houlihan Lokey HLI Stock Holding History

EFG Asset 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
2024
Q4 		– Sell
-5,850
Closed -$924K – 187
2024
Q3 		$924K Buy
5,850
+421
+8% +$62.9K 0.15% 186
2024
Q2 		$732K Sell
5,429
-5,424
-50% -$710K 0.13% 193
2024
Q1 		$1.39M Buy
10,853
+612
+6% +$75.7K 0.24% 167
2023
Q4 		$1.23M Sell
10,241
-2,306
-18% -$250K 0.23% 157
2023
Q3 		$1.34M Buy
12,547
+1,181
+10% +$122K 0.32% 113
2023
Q2 		$1.12M Sell
11,366
-673
-6% -$60.9K 0.24% 135
2023
Q1 		$1.05M Sell
12,039
-674
-5% -$63.4K 0.23% 146
2022
Q4 		$1.13M Buy
+12,713
New +$1.14M 0.25% 143

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return