FGAM
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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
-2
Closed -$150 – 1928
2024
Q1 		$150 Buy
+2
New +$247 ﹤0.01% 1672
2023
Q4 		– Hold
0
– – – 1360
2023
Q3 		– Sell
-98
Closed -$1.44K – 1473
2023
Q2 		$1.44K Buy
98
+11
+13% +$995 ﹤0.01% 723
2023
Q1 		$3 Buy
+87
New +$8.19K ﹤0.01% 965
2019
Q4 		– Sell
-64
Closed -$3K – 1539
2019
Q3 		$3K Buy
+64
New +$2.83K ﹤0.01% 813
2018
Q2 		– Sell
-15
Closed -$1K – 1502
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 $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return