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LM Advisors’s Houlihan Lokey HLI Stock Holding History

LM 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
2024
Q1 		– Sell
-183
Closed -$21.9K – 425
2023
Q4 		$21.9K Buy
+183
New +$19.8K ﹤0.01% 424

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

LM Advisors's HLI Position: Q1 2024 in Review

LM Advisors sold out of Houlihan Lokey (HLI) in Q1 2024, closing a stake of 183 shares — an estimated $21.9K sold.

LM Advisors first reported a position in HLI in Q4 2023 and held it in 1 quarter. The position peaked at $21.9K in Q4 2023. 401 funds tracked by Wall St. Rank hold HLI as of Q1 2024.

  • LM Advisors reported no remaining Houlihan Lokey position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 183 Houlihan Lokey shares in Q1 2024, an estimated $21.9K.
  • LM Advisors first reported a position in Houlihan Lokey in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Houlihan Lokey position peaked at $21.9K in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.