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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 – 912
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

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's HLI Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Houlihan Lokey (HLI) in Q4 2022, closing a stake of 104 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in HLI in Q4 2017 and held it in 5 quarters. The position peaked at $8K in Q3 2022. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Houlihan Lokey position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 104 Houlihan Lokey shares in Q4 2022, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Houlihan Lokey in Q4 2017 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Houlihan Lokey position peaked at $8K in Q3 2022.
  • 334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.