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Quantamental Technologies’s Houlihan Lokey HLI Stock Holding History

Quantamental Technologies’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
Q1 		– Sell
-1,983
Closed -$205K – 456
2021
Q4 		$205K Buy
+1,983
New +$212K 0.1% 328
2019
Q4 		– Sell
-5,359
Closed -$242K – 812
2019
Q3 		$242K Buy
5,359
+1,150
+27% +$50.9K 0.08% 430
2019
Q2 		$187K Buy
4,209
+1,809
+75% +$84.5K 0.07% 464
2019
Q1 		$110K Sell
2,400
-2,100
-47% -$92.7K 0.05% 571
2018
Q4 		$166K Buy
+4,500
New +$183K 0.1% 375

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Quantamental Technologies's HLI Position: Q1 2022 in Review

Quantamental Technologies sold out of Houlihan Lokey (HLI) in Q1 2022, closing a stake of 1,983 shares — an estimated $205K sold.

Quantamental Technologies first reported a position in HLI in Q4 2018 and held it in 5 quarters. The position peaked at $242K in Q3 2019. 343 funds tracked by Wall St. Rank hold HLI as of Q1 2022.

  • Quantamental Technologies reported no remaining Houlihan Lokey position as of Q1 2022 after selling out during the quarter.
  • Quantamental Technologies sold 1,983 Houlihan Lokey shares in Q1 2022, an estimated $205K.
  • Quantamental Technologies first reported a position in Houlihan Lokey in Q4 2018 and held it in 5 quarters.
  • Quantamental Technologies's Houlihan Lokey position peaked at $242K in Q3 2019.
  • 343 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2022.

Based on Quantamental Technologies's 13F filing for Q1 2022, filed 16 May 2022.