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Planned Solutions’s Houlihan Lokey HLI Stock Holding History

Planned Solutions’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
Q4 		– Sell
-722
Closed -$114K – 330
2024
Q3 		$114K Buy
+722
New +$108K 0.05% 184
2024
Q1 		– Sell
-722
Closed -$86.6K – 278
2023
Q4 		$86.6K Buy
+722
New +$78.3K 0.04% 210

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Planned Solutions's HLI Position: Q4 2024 in Review

Planned Solutions sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 722 shares — an estimated $114K sold.

Planned Solutions first reported a position in HLI in Q4 2023 and held it in 2 quarters. The position peaked at $114K in Q3 2024. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Planned Solutions reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 722 Houlihan Lokey shares in Q4 2024, an estimated $114K.
  • Planned Solutions first reported a position in Houlihan Lokey in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Houlihan Lokey position peaked at $114K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.