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Plante Moran Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-104
Closed -$8K – 917
2022
Q3 		$8K Buy
+104
New +$8.43K ﹤0.01% 617
2019
Q1 		– Sell
-35
Closed -$1K – 851
2018
Q4 		$1K Buy
+35
New +$1.43K ﹤0.01% 800
2018
Q3 		– Sell
-18
Closed -$1K – 794
2018
Q2 		$1K Buy
18
+2
+13% +$96 ﹤0.01% 763
2018
Q1 		$1K Hold
16
– – ﹤0.01% 902
2017
Q4 		$1K Buy
+16
New +$685 ﹤0.01% 828

Other funds holding HLI

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return