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NumerixS Investment Technologies’s Houlihan Lokey HLI Stock Holding History

NumerixS Investment Technologies’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
2019
Q3 		– Sell
-200
Closed -$9K – 1103
2019
Q2 		$9K Buy
+200
New +$9.35K ﹤0.01% 978
2018
Q2 		– Sell
-1,600
Closed -$70K – 1220
2018
Q1 		$70K Buy
+1,600
New +$75.7K 0.02% 741
2017
Q4 		– Sell
-200
Closed -$8K – 1237
2017
Q3 		$8K Sell
200
-1,600
-89% -$58.5K ﹤0.01% 1103
2017
Q2 		$63K Buy
+1,800
New +$61.1K 0.01% 928

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NumerixS Investment Technologies's HLI Position: Q3 2019 in Review

NumerixS Investment Technologies sold out of Houlihan Lokey (HLI) in Q3 2019, closing a stake of 200 shares — an estimated $9K sold.

NumerixS Investment Technologies first reported a position in HLI in Q2 2017 and held it in 4 quarters. The position peaked at $70K in Q1 2018. 194 funds tracked by Wall St. Rank hold HLI as of Q3 2019.

  • NumerixS Investment Technologies reported no remaining Houlihan Lokey position as of Q3 2019 after selling out during the quarter.
  • NumerixS Investment Technologies sold 200 Houlihan Lokey shares in Q3 2019, an estimated $9K.
  • NumerixS Investment Technologies first reported a position in Houlihan Lokey in Q2 2017 and held it in 4 quarters.
  • NumerixS Investment Technologies's Houlihan Lokey position peaked at $70K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2019.

Based on NumerixS Investment Technologies's 13F filing for Q3 2019, filed 13 Nov 2019.