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Laurel Wealth Advisors (California)’s Houlihan Lokey HLI Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.15M Sell
13,199
-1,027
-7% -$92.3K 0.11% 189
2022
Q3 		$1.07M Buy
14,226
+2,786
+24% +$226K 0.11% 201
2022
Q2 		$903K Hold
11,440
– – 0.09% 231
2022
Q1 		$1M Buy
11,440
+1,850
+19% +$190K 0.08% 245
2021
Q4 		$993K Buy
9,590
+6,720
+234% +$717K 0.08% 259
2021
Q3 		$264K Buy
+2,870
New +$252K 0.05% 368

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HLI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Houlihan Lokey (HLI) stake by 7.2% in Q4 2022, selling an estimated $92.3K and leaving 13,199 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #189.

Laurel Wealth Advisors (California) first reported a position in HLI in Q3 2021 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 13,199 shares of Houlihan Lokey worth $1.15M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,027 Houlihan Lokey shares in Q4 2022, an estimated $92.3K.
  • Houlihan Lokey made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #189 holding.
  • Laurel Wealth Advisors (California) first reported a position in Houlihan Lokey in Q3 2021 and has held it in 6 quarters since.
  • 334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.