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Linscomb Wealth’s Houlihan Lokey HLI Stock Holding History

Linscomb 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
Q2 		– Sell
-19,620
Closed -$1.02M – 332
2020
Q1 		$1.02M Sell
19,620
-7,926
-29% -$411K 0.09% 134
2019
Q4 		$1.35M Buy
+27,546
New +$1.3M 0.09% 160

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Linscomb Wealth's HLI Position: Q2 2020 in Review

Linscomb Wealth sold out of Houlihan Lokey (HLI) in Q2 2020, closing a stake of 19,620 shares — an estimated $1.02M sold.

Linscomb Wealth first reported a position in HLI in Q4 2019 and held it in 2 quarters. The position peaked at $1.35M in Q4 2019. 274 funds tracked by Wall St. Rank hold HLI as of Q2 2020.

  • Linscomb Wealth reported no remaining Houlihan Lokey position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 19,620 Houlihan Lokey shares in Q2 2020, an estimated $1.02M.
  • Linscomb Wealth first reported a position in Houlihan Lokey in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Houlihan Lokey position peaked at $1.35M in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.