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Mountain Capital Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Mountain Capital Investment Advisors’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
2022
Q1 		– Sell
-7,845
Closed -$926K – 102
2021
Q4 		$926K Buy
7,845
+994
+15% +$106K 0.42% 83
2021
Q3 		$682K Sell
6,851
-631
-8% -$55.3K 0.36% 95
2021
Q2 		$603K Sell
7,482
-1,113
-13% -$80.6K 0.28% 97
2021
Q1 		$562K Buy
8,595
+1,848
+27% +$125K 0.28% 116
2020
Q4 		$483K Buy
+6,747
New +$437K 0.29% 98

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

Mountain Capital Investment Advisors's HLI Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Houlihan Lokey (HLI) in Q1 2022, closing a stake of 7,845 shares — an estimated $926K sold.

Mountain Capital Investment Advisors first reported a position in HLI in Q4 2020 and held it in 5 quarters. The position peaked at $926K in Q4 2021. 343 funds tracked by Wall St. Rank hold HLI as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Houlihan Lokey position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 7,845 Houlihan Lokey shares in Q1 2022, an estimated $926K.
  • Mountain Capital Investment Advisors first reported a position in Houlihan Lokey in Q4 2020 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Houlihan Lokey position peaked at $926K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.