KB Financial Partners’s Houlihan Lokey HLI Stock Holding History

KB Financial Partners’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 Q3	$4K	Hold	35	–	–	﹤0.01%	445
2023 Q2	$3K	Hold	35	–	–	﹤0.01%	480
2023 Q1	$3K	Hold	35	–	–	﹤0.01%	468
2022 Q4	$3K	Sell	35 -30	-46%	-$2.7K	﹤0.01%	468
2022 Q3	$5K	Hold	65	–	–	﹤0.01%	412
2022 Q2	$5K	Sell	65 -40	-38%	-$3.35K	﹤0.01%	409
2022 Q1	$9K	Hold	105	–	–	﹤0.01%	413
2021 Q4	$11K	Buy	+105	New	+$11.2K	﹤0.01%	418
2021 Q3	–	Sell	-170	Closed	-$14K	–	332
2021 Q2	$14K	Sell	170 -46	-21%	-$3.33K	0.01%	380
2021 Q1	$14K	Buy	+216	New	+$14.6K	0.01%	399

Other funds holding HLI

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KB Financial Partners's HLI Position: Q3 2023 in Review

KB Financial Partners held its Houlihan Lokey (HLI) position steady in Q3 2023 at 35 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

KB Financial Partners first reported a position in HLI in Q1 2021 and has held it in 10 quarters since. The position peaked at $14K in Q2 2021. 336 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

KB Financial Partners held 35 shares of Houlihan Lokey worth $4K as of Q3 2023.
KB Financial Partners left its Houlihan Lokey share count unchanged in Q3 2023.
Houlihan Lokey made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #445 holding.
KB Financial Partners first reported a position in Houlihan Lokey in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Houlihan Lokey position peaked at $14K in Q2 2021.
336 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.