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Selective Wealth Management’s Houlihan Lokey HLI Stock Holding History

Selective Wealth 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
2020
Q3 		– Sell
-50
Closed -$3K – 355
2020
Q2 		$3K Hold
50
– – ﹤0.01% 345
2020
Q1 		$3K Hold
50
– – ﹤0.01% 246
2019
Q4 		$2K Hold
50
– – ﹤0.01% 286
2019
Q3 		$2K Buy
+50
New +$2.21K ﹤0.01% 290

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Selective Wealth Management's HLI Position: Q3 2020 in Review

Selective Wealth Management sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in HLI in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

  • Selective Wealth Management reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 50 Houlihan Lokey shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in Houlihan Lokey in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Houlihan Lokey position peaked at $3K in Q2 2020.
  • 258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.