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Next Financial Group’s Houlihan Lokey HLI Stock Holding History

Next Financial Group’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
2021
Q4 		$5K Sell
49
-6
-11% -$641 ﹤0.01% 2418
2021
Q3 		$5K Hold
55
– – ﹤0.01% 2258
2021
Q2 		$5K Sell
55
-4
-7% -$290 ﹤0.01% 2192
2021
Q1 		$4K Buy
59
+14
+31% +$945 ﹤0.01% 2155
2020
Q4 		$3K Sell
45
-75
-63% -$4.86K ﹤0.01% 2099
2020
Q3 		$7K Buy
+120
New +$6.88K ﹤0.01% 1727

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

Next Financial Group's HLI Position: Q4 2021 in Review

Next Financial Group reduced its Houlihan Lokey (HLI) stake by 11% in Q4 2021, selling an estimated $641 and leaving 49 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Next Financial Group first reported a position in HLI in Q3 2020 and has held it in 6 quarters since. The position peaked at $7K in Q3 2020. 344 funds tracked by Wall St. Rank hold HLI as of Q4 2021.

  • Next Financial Group held 49 shares of Houlihan Lokey worth $5K as of Q4 2021.
  • Next Financial Group sold 6 Houlihan Lokey shares in Q4 2021, an estimated $641.
  • Houlihan Lokey made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2418 holding.
  • Next Financial Group first reported a position in Houlihan Lokey in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Houlihan Lokey position peaked at $7K in Q3 2020.
  • 344 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.