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FinTrust Capital Advisors’s Houlihan Lokey HLI Stock Holding History

FinTrust Capital 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
2022
Q4 		– Sell
-1,020
Closed -$83K – 1227
2022
Q3 		$83K Hold
1,020
– – 0.02% 409
2022
Q2 		$83K Sell
1,020
-280
-22% -$23.4K 0.02% 431
2022
Q1 		$114K Hold
1,300
– – 0.03% 403
2021
Q4 		$135K Hold
1,300
– – 0.03% 360
2021
Q3 		$120K Hold
1,300
– – 0.03% 369
2021
Q2 		$106K Hold
1,300
– – 0.03% 413
2021
Q1 		$86K Buy
1,300
+400
+44% +$27K 0.02% 448
2020
Q4 		$61K Buy
+900
New +$58.3K 0.02% 465
2020
Q3 		– Sell
-1,160
Closed -$65K – 1167
2020
Q2 		$65K Buy
1,160
+437
+60% +$25.5K 0.03% 422
2020
Q1 		$38K Hold
723
– – 0.02% 495
2019
Q4 		$35K Hold
723
– – 0.01% 513
2019
Q3 		$33K Buy
723
+99
+16% +$4.38K 0.01% 536
2019
Q2 		$28K Hold
624
– – 0.01% 529
2019
Q1 		$29K Hold
624
– – 0.01% 506
2018
Q4 		$23K Buy
+624
New +$25.4K 0.01% 561

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return