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O'Neil Global Advisors’s Houlihan Lokey HLI Stock Holding History

O'Neil Global 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
2024
Q3 		– Sell
-1,514
Closed -$204K – 73
2024
Q2 		$204K Buy
+1,514
New +$198K 0.1% 47
2024
Q1 		– Sell
-1,728
Closed -$207K – 52
2023
Q4 		$207K Buy
+1,728
New +$187K 0.12% 50

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 $27.7B AUM 52.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $153B AUM 38.14% 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 $7.03B AUM 11.68% 1-Year Est. Return

O'Neil Global Advisors's HLI Position: Q3 2024 in Review

O'Neil Global Advisors sold out of Houlihan Lokey (HLI) in Q3 2024, closing a stake of 1,514 shares — an estimated $204K sold.

O'Neil Global Advisors first reported a position in HLI in Q4 2023 and held it in 2 quarters. The position peaked at $207K in Q4 2023. 452 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • O'Neil Global Advisors reported no remaining Houlihan Lokey position as of Q3 2024 after selling out during the quarter.
  • O'Neil Global Advisors sold 1,514 Houlihan Lokey shares in Q3 2024, an estimated $204K.
  • O'Neil Global Advisors first reported a position in Houlihan Lokey in Q4 2023 and held it in 2 quarters.
  • O'Neil Global Advisors's Houlihan Lokey position peaked at $207K in Q4 2023.
  • 452 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on O'Neil Global Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.