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Pictet Asset Management (UK)’s Houlihan Lokey HLI Stock Holding History

Pictet Asset Management (UK)’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
Q2 		$5.1M Sell
62,307
-549
-0.9% -$39.7K 0.01% 847
2021
Q1 		$4.18M Buy
62,856
+6,488
+12% +$438K 0.01% 870
2020
Q4 		$3.79M Sell
56,368
-9,304
-14% -$603K ﹤0.01% 866
2020
Q3 		$3.88M Buy
65,672
+27,782
+73% +$1.59M 0.01% 780
2020
Q2 		$2.11M Buy
+37,890
New +$2.21M ﹤0.01% 859

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
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pictet Asset Management (UK)'s HLI Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Houlihan Lokey (HLI) stake by 0.87% in Q2 2021, selling an estimated $39.7K and leaving 62,307 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #847.

Pictet Asset Management (UK) first reported a position in HLI in Q2 2020 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold HLI as of Q2 2021.

  • Pictet Asset Management (UK) held 62,307 shares of Houlihan Lokey worth $5.1M as of Q2 2021.
  • Pictet Asset Management (UK) sold 549 Houlihan Lokey shares in Q2 2021, an estimated $39.7K.
  • Houlihan Lokey made up 0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #847 holding.
  • Pictet Asset Management (UK) first reported a position in Houlihan Lokey in Q2 2020 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.