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Piedmont Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Piedmont Investment Advisors’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
-518
Closed -$27K – 1586
2018
Q2 		$27K Buy
+518
New +$24.8K ﹤0.01% 1491

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
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

Piedmont Investment Advisors's HLI Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Houlihan Lokey (HLI) in Q3 2018, closing a stake of 518 shares — an estimated $27K sold.

Piedmont Investment Advisors first reported a position in HLI in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 165 funds tracked by Wall St. Rank hold HLI as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Houlihan Lokey position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 518 Houlihan Lokey shares in Q3 2018, an estimated $27K.
  • Piedmont Investment Advisors first reported a position in Houlihan Lokey in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Houlihan Lokey position peaked at $27K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.