PEAK6 Investments’s Houlihan Lokey HLI Stock Holding History

PEAK6 Investments’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 Q1	–	Sell	-1,700	Closed	-$204K	–	4302
2023 Q4	$204K	Buy	+1,700	New	+$184K	﹤0.01%	3240
2022 Q2	–	Sell	-11,800	Closed	-$1.04M	–	6267
2022 Q1	$1.04M	Sell	11,800 -4,700	-28%	-$484K	﹤0.01%	2470
2021 Q4	$1.71M	Buy	+16,500	New	+$1.76M	﹤0.01%	2061
2021 Q3	–	Sell	-2,900	Closed	-$237K	–	5399
2021 Q2	$237K	Buy	+2,900	New	+$210K	﹤0.01%	3893
2021 Q1	–	Sell	-20,500	Closed	-$1.38M	–	5133
2020 Q4	$1.38M	Buy	+20,500	New	+$1.33M	﹤0.01%	2179
2020 Q3	–	Sell	-1,800	Closed	-$100K	–	4580
2020 Q2	$100K	Buy	+1,800	New	+$105K	﹤0.01%	3798

Other funds holding HLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

PEAK6 Investments's HLI Position: Q4 2021 in Review

PEAK6 Investments sold out of Houlihan Lokey (HLI) in Q4 2021, closing a stake of 11,738 shares — an estimated $1.25M sold.

PEAK6 Investments first reported a position in HLI in Q2 2020 and held it in 2 quarters. The position peaked at $1.08M in Q3 2021. 344 funds tracked by Wall St. Rank hold HLI as of Q4 2021.

PEAK6 Investments reported no remaining Houlihan Lokey position as of Q4 2021 after selling out during the quarter.
PEAK6 Investments sold 11,738 Houlihan Lokey shares in Q4 2021, an estimated $1.25M.
PEAK6 Investments first reported a position in Houlihan Lokey in Q2 2020 and held it in 2 quarters.
PEAK6 Investments's Houlihan Lokey position peaked at $1.08M in Q3 2021.
344 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2021.

Based on PEAK6 Investments's 13F filing for Q4 2021, filed 11 Feb 2022.