Householder Group Estate & Retirement Specialist’s Houlihan Lokey HLI Stock Holding History

Householder Group Estate & Retirement Specialist’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	$2K	Sell	14 -1,268	-99%	-$223K	﹤0.01%	479
2024 Q3	$202K	Buy	1,282 +34	+3%	+$5.08K	0.06%	243
2024 Q2	$168K	Buy	1,248 +106	+9%	+$13.9K	0.05%	267
2024 Q1	$146K	Buy	1,142 +85	+8%	+$10.5K	0.04%	289
2023 Q4	$126K	Buy	1,057 +22	+2%	+$2.38K	0.04%	299
2023 Q3	$111K	Buy	+1,035	New	+$107K	0.04%	298
2023 Q1	$73K	Buy	+838	New	+$78.8K	0.03%	363
2022 Q4	–	Sell	-454	Closed	-$34K	–	641
2022 Q3	$34K	Buy	+454	New	+$36.8K	0.01%	473

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $8.06B AUM 6.78% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HLI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Houlihan Lokey (HLI) stake by 99% in Q4 2024, selling an estimated $223K and leaving 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Householder Group Estate & Retirement Specialist first reported a position in HLI in Q3 2022 and has held it in 8 quarters since. The position peaked at $202K in Q3 2024. 505 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 14 shares of Houlihan Lokey worth $2K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,268 Houlihan Lokey shares in Q4 2024, an estimated $223K.
Houlihan Lokey made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #479 holding.
Householder Group Estate & Retirement Specialist first reported a position in Houlihan Lokey in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Houlihan Lokey position peaked at $202K in Q3 2024.
505 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.