LIP
HLI icon

Lighthouse Investment Partners’s Houlihan Lokey HLI Stock Holding History

Lighthouse Investment Partners’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
2023
Q3 		– Sell
-2,659
Closed -$261K – 366
2023
Q2 		$261K Buy
+2,659
New +$241K 0.01% 256

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Lighthouse Investment Partners's HLI Position: Q3 2023 in Review

Lighthouse Investment Partners sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 2,659 shares — an estimated $261K sold.

Lighthouse Investment Partners first reported a position in HLI in Q2 2023 and held it in 1 quarter. The position peaked at $261K in Q2 2023. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

  • Lighthouse Investment Partners reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
  • Lighthouse Investment Partners sold 2,659 Houlihan Lokey shares in Q3 2023, an estimated $261K.
  • Lighthouse Investment Partners first reported a position in Houlihan Lokey in Q2 2023 and held it in 1 quarter.
  • Lighthouse Investment Partners's Houlihan Lokey position peaked at $261K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Lighthouse Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.