Empirical Finance’s Houlihan Lokey HLI Stock Holding History

Empirical Finance’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
2017 Q1	–	Sell	-492	Closed	-$16K	–	297
2016 Q4	$16K	Buy	+492	New	+$13.3K	0.01%	230

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Empirical Finance's HLI Position: Q1 2017 in Review

Empirical Finance sold out of Houlihan Lokey (HLI) in Q1 2017, closing a stake of 492 shares — an estimated $16K sold.

Empirical Finance first reported a position in HLI in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 104 funds tracked by Wall St. Rank hold HLI as of Q1 2017.

Empirical Finance reported no remaining Houlihan Lokey position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 492 Houlihan Lokey shares in Q1 2017, an estimated $16K.
Empirical Finance first reported a position in Houlihan Lokey in Q4 2016 and held it in 1 quarter.
Empirical Finance's Houlihan Lokey position peaked at $16K in Q4 2016.
104 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.