QS Investors’s Houlihan Lokey HLI Stock Holding History

QS Investors’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
2021 Q2	–	Sell	-5,000	Closed	-$333K	–	1150
2021 Q1	$333K	Buy	+5,000	New	+$337K	﹤0.01%	947

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 $24.3B AUM 34.41% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QS Investors's HLI Position: Q2 2021 in Review

QS Investors sold out of Houlihan Lokey (HLI) in Q2 2021, closing a stake of 5,000 shares — an estimated $333K sold.

QS Investors first reported a position in HLI in Q1 2021 and held it in 1 quarter. The position peaked at $333K in Q1 2021. 302 funds tracked by Wall St. Rank hold HLI as of Q2 2021.

QS Investors reported no remaining Houlihan Lokey position as of Q2 2021 after selling out during the quarter.
QS Investors sold 5,000 Houlihan Lokey shares in Q2 2021, an estimated $333K.
QS Investors first reported a position in Houlihan Lokey in Q1 2021 and held it in 1 quarter.
QS Investors's Houlihan Lokey position peaked at $333K in Q1 2021.
302 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.