Lord, Abbett & Co
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Lord, Abbett & Co’s Houlihan Lokey HLI Stock Holding History

Lord, Abbett & Co’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
Q4 		– Sell
-153,000
Closed -$24.2M – 548
2024
Q3 		$24.2M Buy
+153,000
New +$22.9M 0.08% 301
2020
Q4 		– Sell
-89,486
Closed -$5.28M – 677
2020
Q3 		$5.28M Sell
89,486
-6,200
-6% -$355K 0.02% 560
2020
Q2 		$5.32M Sell
95,686
-5,700
-6% -$332K 0.02% 567
2020
Q1 		$5.28M Buy
+101,386
New +$5.26M 0.02% 529

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Lord, Abbett & Co's HLI Position: Q4 2024 in Review

Lord, Abbett & Co sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 153,000 shares — an estimated $24.2M sold.

Lord, Abbett & Co first reported a position in HLI in Q1 2020 and held it in 4 quarters. The position peaked at $24.2M in Q3 2024. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Lord, Abbett & Co reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Lord, Abbett & Co sold 153,000 Houlihan Lokey shares in Q4 2024, an estimated $24.2M.
  • Lord, Abbett & Co first reported a position in Houlihan Lokey in Q1 2020 and held it in 4 quarters.
  • Lord, Abbett & Co's Houlihan Lokey position peaked at $24.2M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Lord, Abbett & Co's 13F filing for Q4 2024, filed 14 Feb 2025.