IMA Advisory Services’s Houlihan Lokey HLI Stock Holding History

IMA Advisory Services’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
2022 Q4	–	Sell	-2	Closed	–	–	389
2022 Q3	$0	Buy	+2	New	+$162	﹤0.01%	374

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IMA Advisory Services's HLI Position: Q4 2022 in Review

IMA Advisory Services sold out of Houlihan Lokey (HLI) in Q4 2022, closing a stake of 2 shares.

IMA Advisory Services first reported a position in HLI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

IMA Advisory Services reported no remaining Houlihan Lokey position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 2 Houlihan Lokey shares in Q4 2022.
IMA Advisory Services first reported a position in Houlihan Lokey in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's Houlihan Lokey position peaked at $0 in Q3 2022.
334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.