Jackson Grant Investment Advisers’s Houlihan Lokey HLI Stock Holding History

Jackson Grant Investment Advisers’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
2023 Q2	–	Sell	-353	Closed	-$30.9K	–	444
2023 Q1	$30.9K	Hold	353	–	–	0.01%	223
2022 Q4	$30.8K	Hold	353	–	–	0.01%	219
2022 Q3	$27K	Hold	353	–	–	0.01%	234
2022 Q2	$28K	Hold	353	–	–	0.01%	239
2022 Q1	$31K	Hold	353	–	–	0.01%	250
2021 Q4	$37K	Hold	353	–	–	0.02%	190
2021 Q3	$33K	Hold	353	–	–	0.01%	246
2021 Q2	$29K	Hold	353	–	–	0.01%	263
2021 Q1	$23K	Hold	353	–	–	0.01%	274
2020 Q4	$24K	Buy	+353	New	+$22.9K	0.01%	241

Other funds holding HLI

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jackson Grant Investment Advisers's HLI Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 353 shares — an estimated $30.9K sold.

Jackson Grant Investment Advisers first reported a position in HLI in Q4 2020 and held it in 10 quarters. The position peaked at $37K in Q4 2021. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 353 Houlihan Lokey shares in Q2 2023, an estimated $30.9K.
Jackson Grant Investment Advisers first reported a position in Houlihan Lokey in Q4 2020 and held it in 10 quarters.
Jackson Grant Investment Advisers's Houlihan Lokey position peaked at $37K in Q4 2021.
330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.