Lenox Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Lenox Wealth Advisors’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 Q1	$11K	Hold	128	–	–	﹤0.01%	467
2021 Q4	$13K	Hold	128	–	–	﹤0.01%	474
2021 Q3	$12K	Sell	128 -157	-55%	-$13.8K	﹤0.01%	444
2021 Q2	$23K	Sell	285 -1	-0.3%	-$72	﹤0.01%	334
2021 Q1	$19K	Hold	286	–	–	﹤0.01%	320
2020 Q4	$19K	Hold	286	–	–	﹤0.01%	326
2020 Q3	$17K	Buy	+286	New	+$16.4K	﹤0.01%	307

Other funds holding HLI

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lenox Wealth Advisors's HLI Position: Q1 2022 in Review

Lenox Wealth Advisors held its Houlihan Lokey (HLI) position steady in Q1 2022 at 128 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Lenox Wealth Advisors first reported a position in HLI in Q3 2020 and has held it in 7 quarters since. The position peaked at $23K in Q2 2021. 343 funds tracked by Wall St. Rank hold HLI as of Q1 2022.

Lenox Wealth Advisors held 128 shares of Houlihan Lokey worth $11K as of Q1 2022.
Lenox Wealth Advisors left its Houlihan Lokey share count unchanged in Q1 2022.
Houlihan Lokey made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #467 holding.
Lenox Wealth Advisors first reported a position in Houlihan Lokey in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Houlihan Lokey position peaked at $23K in Q2 2021.
343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.