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Handelsinvest Investeringsforvaltning’s Houlihan Lokey HLI Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$234K Sell
1,826
-948
-34% -$117K 0.11% 230
2023
Q4 		$333K Buy
+2,774
New +$301K 0.14% 242

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's HLI Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Houlihan Lokey (HLI) stake by 34% in Q1 2024, selling an estimated $117K and leaving 1,826 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #230.

Handelsinvest Investeringsforvaltning first reported a position in HLI in Q4 2023 and has held it in 2 quarters since. The position peaked at $333K in Q4 2023. 400 funds tracked by Wall St. Rank hold HLI as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,826 shares of Houlihan Lokey worth $234K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 948 Houlihan Lokey shares in Q1 2024, an estimated $117K.
  • Houlihan Lokey made up 0.11% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #230 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Houlihan Lokey in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Houlihan Lokey position peaked at $333K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.