IndexIQ Advisors’s Houlihan Lokey HLI Stock Holding History

IndexIQ Advisors’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 Q1	$388K	Sell	4,423 -1,927	-30%	-$198K	0.01%	857
2021 Q4	$657K	Sell	6,350 -410	-6%	-$43.8K	0.02%	402
2021 Q3	$623K	Buy	6,760 +677	+11%	+$59.3K	0.02%	424
2021 Q2	$498K	Buy	6,083 +116	+2%	+$8.4K	0.02%	465
2021 Q1	$397K	Buy	5,967 +1,948	+48%	+$131K	0.01%	791
2020 Q4	$270K	Buy	4,019 +415	+12%	+$26.9K	0.01%	749
2020 Q3	$213K	Buy	3,604 +195	+6%	+$11.2K	0.01%	595
2020 Q2	$190K	Sell	3,409 -490	-13%	-$28.6K	0.01%	638
2020 Q1	$203K	Buy	+3,899	New	+$202K	0.01%	292
2019 Q1	–	Sell	-47,119	Closed	-$1.73M	–	624
2018 Q4	$1.73M	Sell	47,119 -3,851	-8%	-$157K	0.05%	279
2018 Q3	$2.29M	Buy	50,970 +1,926	+4%	+$93.3K	0.07%	283
2018 Q2	$2.51M	Buy	49,044 +3,712	+8%	+$178K	0.08%	219
2018 Q1	$2.02M	Buy	45,332 +4,425	+11%	+$209K	0.07%	263
2017 Q4	$1.86M	Buy	40,907 +15,750	+63%	+$674K	0.07%	163
2017 Q3	$984K	Buy	25,157 +11,415	+83%	+$417K	0.04%	242
2017 Q2	$480K	Buy	+13,742	New	+$467K	0.02%	320

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

IndexIQ Advisors's HLI Position: Q1 2022 in Review

IndexIQ Advisors reduced its Houlihan Lokey (HLI) stake by 30% in Q1 2022, selling an estimated $198K and leaving 4,423 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #857.

IndexIQ Advisors first reported a position in HLI in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.51M in Q2 2018. 343 funds tracked by Wall St. Rank hold HLI as of Q1 2022.

IndexIQ Advisors held 4,423 shares of Houlihan Lokey worth $388K as of Q1 2022.
IndexIQ Advisors sold 1,927 Houlihan Lokey shares in Q1 2022, an estimated $198K.
Houlihan Lokey made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #857 holding.
IndexIQ Advisors first reported a position in Houlihan Lokey in Q2 2017 and has held it in 16 quarters since.
IndexIQ Advisors's Houlihan Lokey position peaked at $2.51M in Q2 2018.
343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.