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Money Concepts Capital’s Houlihan Lokey HLI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-35
Closed -$3.05K – 1559
2022
Q4 		$3.05K Sell
35
-50
-59% -$4.49K ﹤0.01% 2540
2022
Q3 		$6K Buy
+85
New +$6.89K ﹤0.01% 1172
2022
Q2 		– Sell
-3
Closed – – 1964
2022
Q1 		$0 Buy
+3
New +$309 ﹤0.01% 2716

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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 $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Money Concepts Capital's HLI Position: Q1 2023 in Review

Money Concepts Capital sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 35 shares — an estimated $3.05K sold.

Money Concepts Capital first reported a position in HLI in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

  • Money Concepts Capital reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 35 Houlihan Lokey shares in Q1 2023, an estimated $3.05K.
  • Money Concepts Capital first reported a position in Houlihan Lokey in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Houlihan Lokey position peaked at $6K in Q3 2022.
  • 328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.