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Koch Industries’s Houlihan Lokey HLI Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-13,974
Closed -$623K – 284
2018
Q1 		$623K Buy
13,974
+7,231
+107% +$342K 0.06% 294
2017
Q4 		$306K Buy
+6,743
New +$289K 0.04% 441

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Koch Industries's HLI Position: Q2 2018 in Review

Koch Industries sold out of Houlihan Lokey (HLI) in Q2 2018, closing a stake of 13,974 shares — an estimated $623K sold.

Koch Industries first reported a position in HLI in Q4 2017 and held it in 2 quarters. The position peaked at $623K in Q1 2018. 191 funds tracked by Wall St. Rank hold HLI as of Q2 2018.

  • Koch Industries reported no remaining Houlihan Lokey position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 13,974 Houlihan Lokey shares in Q2 2018, an estimated $623K.
  • Koch Industries first reported a position in Houlihan Lokey in Q4 2017 and held it in 2 quarters.
  • Koch Industries's Houlihan Lokey position peaked at $623K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.