Patten Group’s Houlihan Lokey HLI Stock Holding History

Patten 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
2018 Q3	–	Sell	-166	Closed	-$9K	–	693
2018 Q2	$9K	Buy	+166	New	+$7.94K	﹤0.01%	498

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Patten Group's HLI Position: Q3 2018 in Review

Patten Group sold out of Houlihan Lokey (HLI) in Q3 2018, closing a stake of 166 shares — an estimated $9K sold.

Patten Group first reported a position in HLI in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 165 funds tracked by Wall St. Rank hold HLI as of Q3 2018.

Patten Group reported no remaining Houlihan Lokey position as of Q3 2018 after selling out during the quarter.
Patten Group sold 166 Houlihan Lokey shares in Q3 2018, an estimated $9K.
Patten Group first reported a position in Houlihan Lokey in Q2 2018 and held it in 1 quarter.
Patten Group's Houlihan Lokey position peaked at $9K in Q2 2018.
165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.