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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
2022
Q2 		– Sell
-1,000
Closed -$88K – 6268
2022
Q1 		$88K Buy
+1,000
New +$103K ﹤0.01% 4355
2020
Q3 		– Sell
-4,200
Closed -$234K – 4582
2020
Q2 		$234K Buy
+4,200
New +$245K ﹤0.01% 3280
2020
Q1 		– Sell
-22,600
Closed -$1.1M – 4235
2019
Q4 		$1.1M Buy
+22,600
New +$1.07M 0.01% 1468

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
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.