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FormulaFolio Investments’s Houlihan Lokey HLI Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-5,748
Closed -$386K – 604
2020
Q4 		$386K Buy
+5,748
New +$373K 0.01% 484

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 $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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's HLI Position: Q1 2021 in Review

FormulaFolio Investments sold out of Houlihan Lokey (HLI) in Q1 2021, closing a stake of 5,748 shares — an estimated $386K sold.

FormulaFolio Investments first reported a position in HLI in Q4 2020 and held it in 1 quarter. The position peaked at $386K in Q4 2020. 276 funds tracked by Wall St. Rank hold HLI as of Q1 2021.

  • FormulaFolio Investments reported no remaining Houlihan Lokey position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 5,748 Houlihan Lokey shares in Q1 2021, an estimated $386K.
  • FormulaFolio Investments first reported a position in Houlihan Lokey in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Houlihan Lokey position peaked at $386K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.