Seizert Capital Partners’s Houlihan Lokey HLI Stock Holding History

Seizert Capital Partners’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 Q1	–	Sell	-41,076	Closed	-$3.58M	–	187
2022 Q4	$3.58M	Sell	41,076 -3,634	-8%	-$327K	0.19%	87
2022 Q3	$3.37M	Hold	44,710	–	–	0.19%	94
2022 Q2	$3.53M	Buy	44,710 +10,064	+29%	+$841K	0.19%	86
2022 Q1	$3.04M	Buy	34,646 +29	+0.1%	+$2.99K	0.14%	98
2021 Q4	$3.58M	Buy	34,617 +14,794	+75%	+$1.58M	0.16%	97
2021 Q3	$1.83M	Buy	+19,823	New	+$1.74M	0.08%	116

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Seizert Capital Partners's HLI Position: Q1 2023 in Review

Seizert Capital Partners sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 41,076 shares — an estimated $3.58M sold.

Seizert Capital Partners first reported a position in HLI in Q3 2021 and held it in 6 quarters. The position peaked at $3.58M in Q4 2021. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

Seizert Capital Partners reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
Seizert Capital Partners sold 41,076 Houlihan Lokey shares in Q1 2023, an estimated $3.58M.
Seizert Capital Partners first reported a position in Houlihan Lokey in Q3 2021 and held it in 6 quarters.
Seizert Capital Partners's Houlihan Lokey position peaked at $3.58M in Q4 2021.
328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on Seizert Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.