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Sciencast Management’s Houlihan Lokey HLI Stock Holding History

Sciencast 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
2023
Q4 		– Sell
-3,500
Closed -$375K – 316
2023
Q3 		$375K Buy
+3,500
New +$361K 0.17% 206
2021
Q1 		– Sell
-4,732
Closed -$326K – 570
2020
Q4 		$326K Buy
+4,732
New +$307K 0.07% 339
2020
Q3 		– Sell
-11,007
Closed -$609K – 468
2020
Q2 		$609K Buy
+11,007
New +$641K 0.15% 223

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sciencast Management's HLI Position: Q4 2023 in Review

Sciencast Management sold out of Houlihan Lokey (HLI) in Q4 2023, closing a stake of 3,500 shares — an estimated $375K sold.

Sciencast Management first reported a position in HLI in Q2 2020 and held it in 3 quarters. The position peaked at $609K in Q2 2020. 392 funds tracked by Wall St. Rank hold HLI as of Q4 2023.

  • Sciencast Management reported no remaining Houlihan Lokey position as of Q4 2023 after selling out during the quarter.
  • Sciencast Management sold 3,500 Houlihan Lokey shares in Q4 2023, an estimated $375K.
  • Sciencast Management first reported a position in Houlihan Lokey in Q2 2020 and held it in 3 quarters.
  • Sciencast Management's Houlihan Lokey position peaked at $609K in Q2 2020.
  • 392 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2023.

Based on Sciencast Management's 13F filing for Q4 2023, filed 14 Feb 2024.