Loomis, Sayles & Company
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Loomis, Sayles & Company’s Houlihan Lokey HLI Stock Holding History

Loomis, Sayles & Company’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
2018
Q3 		– Sell
-4,574
Closed -$234K – 911
2018
Q2 		$234K Buy
+4,574
New +$219K ﹤0.01% 602

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Ameriprise
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Loomis, Sayles & Company's HLI Position: Q3 2018 in Review

Loomis, Sayles & Company sold out of Houlihan Lokey (HLI) in Q3 2018, closing a stake of 4,574 shares — an estimated $234K sold.

Loomis, Sayles & Company first reported a position in HLI in Q2 2018 and held it in 1 quarter. The position peaked at $234K in Q2 2018. 165 funds tracked by Wall St. Rank hold HLI as of Q3 2018.

  • Loomis, Sayles & Company reported no remaining Houlihan Lokey position as of Q3 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 4,574 Houlihan Lokey shares in Q3 2018, an estimated $234K.
  • Loomis, Sayles & Company first reported a position in Houlihan Lokey in Q2 2018 and held it in 1 quarter.
  • Loomis, Sayles & Company's Houlihan Lokey position peaked at $234K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2018.

Based on Loomis, Sayles & Company's 13F filing for Q3 2018, filed 13 Nov 2018.