IA
HLI icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return