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M&G Investment Management’s Houlihan Lokey HLI Stock Holding History

M&G Investment Management’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
2021
Q4 		– Sell
-129,064
Closed -$11.9K – 604
2021
Q3 		$11.9K Buy
129,064
+151
+0.1% +$13.2K 0.03% 256
2021
Q2 		$10.6K Buy
+128,913
New +$9.33M 0.03% 258

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

M&G Investment Management's HLI Position: Q4 2021 in Review

M&G Investment Management sold out of Houlihan Lokey (HLI) in Q4 2021, closing a stake of 129,064 shares — an estimated $11.9K sold.

M&G Investment Management first reported a position in HLI in Q2 2021 and held it in 2 quarters. The position peaked at $11.9K in Q3 2021. 344 funds tracked by Wall St. Rank hold HLI as of Q4 2021.

  • M&G Investment Management reported no remaining Houlihan Lokey position as of Q4 2021 after selling out during the quarter.
  • M&G Investment Management sold 129,064 Houlihan Lokey shares in Q4 2021, an estimated $11.9K.
  • M&G Investment Management first reported a position in Houlihan Lokey in Q2 2021 and held it in 2 quarters.
  • M&G Investment Management's Houlihan Lokey position peaked at $11.9K in Q3 2021.
  • 344 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2021.

Based on M&G Investment Management's 13F filing for Q4 2021, filed 18 Jan 2022.