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Janiczek Wealth Management’s Houlihan Lokey HLI Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$38K Hold
282
– – 0.01% 449
2024
Q1 		$36.1K Hold
282
– – 0.01% 462
2023
Q4 		$33.8K Hold
282
– – 0.01% 461
2023
Q3 		$30.2K Buy
+282
New +$29.1K 0.01% 454
2020
Q3 		– Sell
-89
Closed -$5K – 678
2020
Q2 		$5K Buy
+89
New +$5.19K ﹤0.01% 182

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Janiczek Wealth Management's HLI Position: Q2 2024 in Review

Janiczek Wealth Management held its Houlihan Lokey (HLI) position steady in Q2 2024 at 282 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #449.

Janiczek Wealth Management first reported a position in HLI in Q2 2020 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold HLI as of Q2 2024.

  • Janiczek Wealth Management held 282 shares of Houlihan Lokey worth $38K as of Q2 2024.
  • Janiczek Wealth Management left its Houlihan Lokey share count unchanged in Q2 2024.
  • Houlihan Lokey made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #449 holding.
  • Janiczek Wealth Management first reported a position in Houlihan Lokey in Q2 2020 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.