Joel Greenblatt’s Houlihan Lokey HLI Stock Holding History

Joel Greenblatt’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 Q2	–	Sell	-2,791	Closed	-$245K	–	1168
2022 Q1	$245K	Buy	+2,791	New	+$287K	0.01%	1010

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's HLI Position: Q2 2022 in Review

Joel Greenblatt sold out of Houlihan Lokey (HLI) in Q2 2022, closing a stake of 2,791 shares — an estimated $245K sold.

Joel Greenblatt first reported a position in HLI in Q1 2022 and held it in 1 quarter. The position peaked at $245K in Q1 2022. 323 funds tracked by Wall St. Rank hold HLI as of Q2 2022.

Joel Greenblatt reported no remaining Houlihan Lokey position as of Q2 2022 after selling out during the quarter.
Joel Greenblatt sold 2,791 Houlihan Lokey shares in Q2 2022, an estimated $245K.
Joel Greenblatt first reported a position in Houlihan Lokey in Q1 2022 and held it in 1 quarter.
Joel Greenblatt's Houlihan Lokey position peaked at $245K in Q1 2022.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2022.

Based on Gotham Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.