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Morton Brown Family Wealth’s Houlihan Lokey HLI Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-23
Closed -$2.01K – 231
2023
Q1 		$2.01K Buy
+23
New +$2.16K ﹤0.01% 194

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morton Brown Family Wealth's HLI Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 23 shares — an estimated $2.01K sold.

Morton Brown Family Wealth first reported a position in HLI in Q1 2023 and held it in 1 quarter. The position peaked at $2.01K in Q1 2023. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 23 Houlihan Lokey shares in Q2 2023, an estimated $2.01K.
  • Morton Brown Family Wealth first reported a position in Houlihan Lokey in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Houlihan Lokey position peaked at $2.01K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.