Horan Securities’s Houlihan Lokey HLI Stock Holding History

Horan Securities’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
2023 Q1	–	Sell	-9	Closed	-$784	–	781
2022 Q4	$784	Buy	+9	New	+$809	﹤0.01%	657

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Horan Securities's HLI Position: Q1 2023 in Review

Horan Securities sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 9 shares — an estimated $784 sold.

Horan Securities first reported a position in HLI in Q4 2022 and held it in 1 quarter. The position peaked at $784 in Q4 2022. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

Horan Securities reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
Horan Securities sold 9 Houlihan Lokey shares in Q1 2023, an estimated $784.
Horan Securities first reported a position in Houlihan Lokey in Q4 2022 and held it in 1 quarter.
Horan Securities's Houlihan Lokey position peaked at $784 in Q4 2022.
328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.