First Personal Financial Services’s Houlihan Lokey HLI Stock Holding History

First Personal Financial Services’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 Q3	$317	Buy	+2	New	+$299	﹤0.01%	426

Other funds holding HLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAM

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Personal Financial Services's HLI Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Houlihan Lokey (HLI) in Q3 2024: 2 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

451 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

First Personal Financial Services held 2 shares of Houlihan Lokey worth $317 as of Q3 2024.
Houlihan Lokey was a new First Personal Financial Services position in Q3 2024.
Houlihan Lokey made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #426 holding.
451 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.