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Liberty Wealth Management’s Houlihan Lokey HLI Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-52
Closed -$6K – 567
2021
Q3 		$6K Buy
52
+25
+93% +$2.19K ﹤0.01% 915
2021
Q2 		$2K Buy
+27
New +$1.96K ﹤0.01% 922
2021
Q1 		– Sell
-27
Closed -$1K – 982
2020
Q4 		$1K Buy
+27
New +$1.75K ﹤0.01% 865

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Liberty Wealth Management's HLI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2021, closing a stake of 52 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in HLI in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 343 funds tracked by Wall St. Rank hold HLI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Houlihan Lokey position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 52 Houlihan Lokey shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Houlihan Lokey in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Houlihan Lokey position peaked at $6K in Q3 2021.
  • 343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.