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Lion Street Advisors’s Houlihan Lokey HLI Stock Holding History

Lion Street 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
2020
Q2 		– Sell
-166
Closed -$9K – 186
2020
Q1 		$9K Buy
+166
New +$8.6K 0.05% 174

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

Lion Street Advisors's HLI Position: Q2 2020 in Review

Lion Street Advisors sold out of Houlihan Lokey (HLI) in Q2 2020, closing a stake of 166 shares — an estimated $9K sold.

Lion Street Advisors first reported a position in HLI in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 274 funds tracked by Wall St. Rank hold HLI as of Q2 2020.

  • Lion Street Advisors reported no remaining Houlihan Lokey position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 166 Houlihan Lokey shares in Q2 2020, an estimated $9K.
  • Lion Street Advisors first reported a position in Houlihan Lokey in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's Houlihan Lokey position peaked at $9K in Q1 2020.
  • 274 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.