Prelude Capital Management’s Houlihan Lokey HLI Stock Holding History

Prelude Capital Management’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 Q3	–	Sell	-4,639	Closed	-$626K	–	1393
2024 Q2	$626K	Sell	4,639 -13,715	-75%	-$1.8M	0.04%	448
2024 Q1	$2.35M	Buy	18,354 +14,968	+442%	+$1.85M	0.12%	206
2023 Q4	$406K	Buy	+3,386	New	+$367K	0.03%	612
2019 Q1	–	Sell	-167	Closed	-$6K	–	1935
2018 Q4	$6K	Buy	+167	New	+$6.81K	﹤0.01%	1541
2018 Q1	–	Sell	-267	Closed	-$12K	–	1599
2017 Q4	$12K	Buy	+267	New	+$11.4K	﹤0.01%	1189

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Prelude Capital Management's HLI Position: Q3 2024 in Review

Prelude Capital Management sold out of Houlihan Lokey (HLI) in Q3 2024, closing a stake of 4,639 shares — an estimated $626K sold.

Prelude Capital Management first reported a position in HLI in Q4 2017 and held it in 5 quarters. The position peaked at $2.35M in Q1 2024. 452 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

Prelude Capital Management reported no remaining Houlihan Lokey position as of Q3 2024 after selling out during the quarter.
Prelude Capital Management sold 4,639 Houlihan Lokey shares in Q3 2024, an estimated $626K.
Prelude Capital Management first reported a position in Houlihan Lokey in Q4 2017 and held it in 5 quarters.
Prelude Capital Management's Houlihan Lokey position peaked at $2.35M in Q1 2024.
452 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.