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Navellier & Associates’s Houlihan Lokey HLI Stock Holding History

Navellier & Associates’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
2018
Q4 		– Sell
-7,903
Closed -$355K – 263
2018
Q3 		$355K Buy
7,903
+35
+0.4% +$1.7K 0.05% 219
2018
Q2 		$403K Buy
7,868
+619
+9% +$29.6K 0.06% 218
2018
Q1 		$323K Buy
+7,249
New +$343K 0.05% 219

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Navellier & Associates's HLI Position: Q4 2018 in Review

Navellier & Associates sold out of Houlihan Lokey (HLI) in Q4 2018, closing a stake of 7,903 shares — an estimated $355K sold.

Navellier & Associates first reported a position in HLI in Q1 2018 and held it in 3 quarters. The position peaked at $403K in Q2 2018. 159 funds tracked by Wall St. Rank hold HLI as of Q4 2018.

  • Navellier & Associates reported no remaining Houlihan Lokey position as of Q4 2018 after selling out during the quarter.
  • Navellier & Associates sold 7,903 Houlihan Lokey shares in Q4 2018, an estimated $355K.
  • Navellier & Associates first reported a position in Houlihan Lokey in Q1 2018 and held it in 3 quarters.
  • Navellier & Associates's Houlihan Lokey position peaked at $403K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2018.

Based on Navellier & Associates's 13F filing for Q4 2018, filed 15 Jan 2019.