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Financial Gravity Asset Management’s Houlihan Lokey HLI Stock Holding History

Financial Gravity 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
Q2 		– Sell
-1
Closed -$64 – 1589
2024
Q1 		$64 Buy
+1
New +$124 ﹤0.01% 1022
2023
Q4 		– Hold
0
– – – 1167
2019
Q4 		– Sell
-64
Closed -$3K – 1527
2019
Q3 		$3K Buy
+64
New +$2.83K ﹤0.01% 813
2018
Q2 		– Sell
-15
Closed -$1K – 1495
2018
Q1 		$1K Buy
+15
New +$710 ﹤0.01% 1149

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Financial Gravity Asset Management's HLI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Houlihan Lokey (HLI) in Q2 2024, closing a stake of 1 share — an estimated $64 sold.

Financial Gravity Asset Management first reported a position in HLI in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 416 funds tracked by Wall St. Rank hold HLI as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Houlihan Lokey position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Houlihan Lokey share in Q2 2024, an estimated $64.
  • Financial Gravity Asset Management first reported a position in Houlihan Lokey in Q1 2018 and held it in 3 quarters.
  • Financial Gravity Asset Management's Houlihan Lokey position peaked at $3K in Q3 2019.
  • 416 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.