IronBridge Private Wealth’s Houlihan Lokey HLI Stock Holding History

IronBridge Private Wealth’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	–	Sell	-116	Closed	-$12K	–	149
2021 Q4	$12K	Sell	116 -71	-38%	-$7.58K	0.01%	163
2021 Q3	$17K	Hold	187	–	–	0.01%	111
2021 Q2	$15K	Hold	187	–	–	0.01%	124
2021 Q1	$12K	Hold	187	–	–	0.01%	138
2020 Q4	$13K	Buy	+187	New	+$12.1K	0.01%	127

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

IronBridge Private Wealth's HLI Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Houlihan Lokey (HLI) in Q1 2022, closing a stake of 116 shares — an estimated $12K sold.

IronBridge Private Wealth first reported a position in HLI in Q4 2020 and held it in 5 quarters. The position peaked at $17K in Q3 2021. 343 funds tracked by Wall St. Rank hold HLI as of Q1 2022.

IronBridge Private Wealth reported no remaining Houlihan Lokey position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 116 Houlihan Lokey shares in Q1 2022, an estimated $12K.
IronBridge Private Wealth first reported a position in Houlihan Lokey in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Houlihan Lokey position peaked at $17K in Q3 2021.
343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.