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Kore Private Wealth’s Houlihan Lokey HLI Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,000
Closed -$55K – 611
2020
Q2 		$55K Hold
1,000
– – 0.01% 437
2020
Q1 		$52K Buy
+1,000
New +$51.8K 0.01% 406

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Kore Private Wealth's HLI Position: Q3 2020 in Review

Kore Private Wealth sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 1,000 shares — an estimated $55K sold.

Kore Private Wealth first reported a position in HLI in Q1 2020 and held it in 2 quarters. The position peaked at $55K in Q2 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

  • Kore Private Wealth reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,000 Houlihan Lokey shares in Q3 2020, an estimated $55K.
  • Kore Private Wealth first reported a position in Houlihan Lokey in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Houlihan Lokey position peaked at $55K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.