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Koesten Hirschmann & Crabtree’s Houlihan Lokey HLI Stock Holding History

Koesten Hirschmann & Crabtree’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
Q3 		– Sell
-18
Closed -$2.31K – 215
2024
Q2 		$2.31K Hold
18
– – ﹤0.01% 170
2024
Q1 		$2.31K Buy
+18
New +$2.23K ﹤0.01% 170

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $7.03B AUM 11.68% 1-Year Est. Return

Koesten Hirschmann & Crabtree's HLI Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Houlihan Lokey (HLI) in Q3 2024, closing a stake of 18 shares — an estimated $2.31K sold.

Koesten Hirschmann & Crabtree first reported a position in HLI in Q1 2024 and held it in 2 quarters. The position peaked at $2.31K in Q2 2024. 452 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Houlihan Lokey position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 18 Houlihan Lokey shares in Q3 2024, an estimated $2.31K.
  • Koesten Hirschmann & Crabtree first reported a position in Houlihan Lokey in Q1 2024 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's Houlihan Lokey position peaked at $2.31K in Q2 2024.
  • 452 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.