Parisi Gray Wealth Management’s Houlihan Lokey HLI Stock Holding History

Parisi Gray Wealth 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
2021 Q3	–	Sell	-1,561	Closed	-$128K	–	304
2021 Q2	$128K	Buy	+1,561	New	+$113K	0.05%	168
2019 Q2	–	Sell	-558	Closed	-$26K	–	246
2019 Q1	$26K	Hold	558	–	–	0.02%	283
2018 Q4	$21K	Sell	558 -393	-41%	-$16K	0.01%	303
2018 Q3	$43K	Buy	+951	New	+$46.1K	0.03%	245

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Parisi Gray Wealth Management's HLI Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Houlihan Lokey (HLI) in Q3 2021, closing a stake of 1,561 shares — an estimated $128K sold.

Parisi Gray Wealth Management first reported a position in HLI in Q3 2018 and held it in 4 quarters. The position peaked at $128K in Q2 2021. 308 funds tracked by Wall St. Rank hold HLI as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Houlihan Lokey position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,561 Houlihan Lokey shares in Q3 2021, an estimated $128K.
Parisi Gray Wealth Management first reported a position in Houlihan Lokey in Q3 2018 and held it in 4 quarters.
Parisi Gray Wealth Management's Houlihan Lokey position peaked at $128K in Q2 2021.
308 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.