JWM
HLI icon

Jeppson Wealth Management’s Houlihan Lokey HLI Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-500
Closed -$30K – 256
2020
Q3 		$30K Buy
+500
New +$28.7K 0.02% 289

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jeppson Wealth Management's HLI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2020, closing a stake of 500 shares — an estimated $30K sold.

Jeppson Wealth Management first reported a position in HLI in Q3 2020 and held it in 1 quarter. The position peaked at $30K in Q3 2020. 289 funds tracked by Wall St. Rank hold HLI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Houlihan Lokey position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 500 Houlihan Lokey shares in Q4 2020, an estimated $30K.
  • Jeppson Wealth Management first reported a position in Houlihan Lokey in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Houlihan Lokey position peaked at $30K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.