Everpar Advisors’s Houlihan Lokey HLI Stock Holding History

Everpar 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
2024 Q1	–	Sell	-2,509	Closed	-$301K	–	250
2023 Q4	$301K	Buy	+2,509	New	+$272K	0.14%	219

Other funds holding HLI

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Everpar Advisors's HLI Position: Q1 2024 in Review

Everpar Advisors sold out of Houlihan Lokey (HLI) in Q1 2024, closing a stake of 2,509 shares — an estimated $301K sold.

Everpar Advisors first reported a position in HLI in Q4 2023 and held it in 1 quarter. The position peaked at $301K in Q4 2023. 401 funds tracked by Wall St. Rank hold HLI as of Q1 2024.

Everpar Advisors reported no remaining Houlihan Lokey position as of Q1 2024 after selling out during the quarter.
Everpar Advisors sold 2,509 Houlihan Lokey shares in Q1 2024, an estimated $301K.
Everpar Advisors first reported a position in Houlihan Lokey in Q4 2023 and held it in 1 quarter.
Everpar Advisors's Houlihan Lokey position peaked at $301K in Q4 2023.
401 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.

Based on Everpar Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.