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Lloyd Advisory Services’s Houlihan Lokey HLI Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-23
Closed -$2K – 277
2022
Q1 		$2K Buy
+23
New +$2.37K ﹤0.01% 521

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lloyd Advisory Services's HLI Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Houlihan Lokey (HLI) in Q2 2022, closing a stake of 23 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in HLI in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 323 funds tracked by Wall St. Rank hold HLI as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Houlihan Lokey position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 23 Houlihan Lokey shares in Q2 2022, an estimated $2K.
  • Lloyd Advisory Services first reported a position in Houlihan Lokey in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's Houlihan Lokey position peaked at $2K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.