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Mission Wealth Management’s Houlihan Lokey HLI Stock Holding History

Mission Wealth 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
2020
Q4 		– Sell
-8,000
Closed -$472K – 416
2020
Q3 		$472K Buy
+8,000
New +$458K 0.04% 209
2020
Q2 		– Sell
-11,000
Closed -$573K – 340
2020
Q1 		$573K Hold
11,000
– – 0.06% 143
2019
Q4 		$538K Hold
11,000
– – 0.05% 175
2019
Q3 		$496K Buy
+11,000
New +$487K 0.05% 171

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mission Wealth Management's HLI Position: Q4 2020 in Review

Mission Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2020, closing a stake of 8,000 shares — an estimated $472K sold.

Mission Wealth Management first reported a position in HLI in Q3 2019 and held it in 4 quarters. The position peaked at $573K in Q1 2020. 289 funds tracked by Wall St. Rank hold HLI as of Q4 2020.

  • Mission Wealth Management reported no remaining Houlihan Lokey position as of Q4 2020 after selling out during the quarter.
  • Mission Wealth Management sold 8,000 Houlihan Lokey shares in Q4 2020, an estimated $472K.
  • Mission Wealth Management first reported a position in Houlihan Lokey in Q3 2019 and held it in 4 quarters.
  • Mission Wealth Management's Houlihan Lokey position peaked at $573K in Q1 2020.
  • 289 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2020.

Based on Mission Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.