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Garrett Wealth Advisory Group’s Houlihan Lokey HLI Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-52
Closed -$2.35K – 301
2019
Q3 		$2.35K Buy
+52
New +$2.3K ﹤0.01% 515

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Garrett Wealth Advisory Group's HLI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Houlihan Lokey (HLI) in Q4 2019, closing a stake of 52 shares — an estimated $2.35K sold.

Garrett Wealth Advisory Group first reported a position in HLI in Q3 2019 and held it in 1 quarter. The position peaked at $2.35K in Q3 2019. 187 funds tracked by Wall St. Rank hold HLI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Houlihan Lokey position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 52 Houlihan Lokey shares in Q4 2019, an estimated $2.35K.
  • Garrett Wealth Advisory Group first reported a position in Houlihan Lokey in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Houlihan Lokey position peaked at $2.35K in Q3 2019.
  • 187 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.