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Naples Money Management’s Houlihan Lokey HLI Stock Holding History

Naples Money 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
2024
Q3 		$4.42K Hold
28
– – ﹤0.01% 243
2024
Q2 		$3.79K Hold
28
– – ﹤0.01% 256
2024
Q1 		$3.59K Hold
28
– – ﹤0.01% 264
2023
Q4 		$3.36K Buy
+28
New +$3.04K ﹤0.01% 283

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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Naples Money Management's HLI Position: Q3 2024 in Review

Naples Money Management held its Houlihan Lokey (HLI) position steady in Q3 2024 at 28 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Naples Money Management first reported a position in HLI in Q4 2023 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • Naples Money Management held 28 shares of Houlihan Lokey worth $4.42K as of Q3 2024.
  • Naples Money Management left its Houlihan Lokey share count unchanged in Q3 2024.
  • Houlihan Lokey made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #243 holding.
  • Naples Money Management first reported a position in Houlihan Lokey in Q4 2023 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.