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LMR Partners’s Houlihan Lokey HLI Stock Holding History

LMR 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
Q4 		– Sell
-4,018
Closed -$430K – 1050
2023
Q3 		$430K Hold
4,018
– – ﹤0.01% 570
2023
Q2 		$395K Buy
+4,018
New +$363K ﹤0.01% 517

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LMR Partners's HLI Position: Q4 2023 in Review

LMR Partners sold out of Houlihan Lokey (HLI) in Q4 2023, closing a stake of 4,018 shares — an estimated $430K sold.

LMR Partners first reported a position in HLI in Q2 2023 and held it in 2 quarters. The position peaked at $430K in Q3 2023. 392 funds tracked by Wall St. Rank hold HLI as of Q4 2023.

  • LMR Partners reported no remaining Houlihan Lokey position as of Q4 2023 after selling out during the quarter.
  • LMR Partners sold 4,018 Houlihan Lokey shares in Q4 2023, an estimated $430K.
  • LMR Partners first reported a position in Houlihan Lokey in Q2 2023 and held it in 2 quarters.
  • LMR Partners's Houlihan Lokey position peaked at $430K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2023.

Based on LMR Partners's 13F filing for Q4 2023, filed 14 Feb 2024.