FourThought Financial’s Houlihan Lokey HLI Stock Holding History

FourThought Financial’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 Q3	$574K	Buy	7,617 +1,303	+21%	+$106K	0.08%	154
2022 Q2	$498K	Buy	6,314 +722	+13%	+$60.4K	0.07%	177
2022 Q1	$491K	Buy	5,592 +156	+3%	+$16.1K	0.06%	200
2021 Q4	$563K	Sell	5,436 -359	-6%	-$38.3K	0.07%	182
2021 Q3	$533K	Sell	5,795 -820	-12%	-$71.9K	0.07%	193
2021 Q2	$541K	Sell	6,615 -1,747	-21%	-$126K	0.07%	199
2021 Q1	$556K	Buy	8,362 +492	+6%	+$33.2K	0.08%	195
2020 Q4	$529K	Buy	+7,870	New	+$510K	0.08%	182

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's HLI Position: Q3 2022 in Review

FourThought Financial increased its Houlihan Lokey (HLI) stake by 21% in Q3 2022, buying an estimated $106K and bringing the position to 7,617 shares worth $574K. The position accounts for 0.08% of the portfolio, ranked #154.

FourThought Financial first reported a position in HLI in Q4 2020 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold HLI as of Q3 2022.

FourThought Financial held 7,617 shares of Houlihan Lokey worth $574K as of Q3 2022.
FourThought Financial bought 1,303 Houlihan Lokey shares in Q3 2022, an estimated $106K.
Houlihan Lokey made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #154 holding.
FourThought Financial first reported a position in Houlihan Lokey in Q4 2020 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.