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Frazier Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Frazier Financial 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
2024
Q4 		– Sell
-29
Closed -$4.58K – 754
2024
Q3 		$4.58K Sell
29
-4
-12% -$598 ﹤0.01% 542
2024
Q2 		$4.45K Buy
+33
New +$4.32K ﹤0.01% 640

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $7.03B AUM 11.68% 1-Year Est. Return

Frazier Financial Advisors's HLI Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 29 shares — an estimated $4.58K sold.

Frazier Financial Advisors first reported a position in HLI in Q2 2024 and held it in 2 quarters. The position peaked at $4.58K in Q3 2024. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 29 Houlihan Lokey shares in Q4 2024, an estimated $4.58K.
  • Frazier Financial Advisors first reported a position in Houlihan Lokey in Q2 2024 and held it in 2 quarters.
  • Frazier Financial Advisors's Houlihan Lokey position peaked at $4.58K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.