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Significant Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Significant Wealth 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
2024
Q2 		– Sell
-2,611
Closed -$335K – 109
2024
Q1 		$335K Buy
+2,611
New +$323K 0.22% 117

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Kayne Anderson Rudnick Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Significant Wealth Partners's HLI Position: Q2 2024 in Review

Significant Wealth Partners sold out of Houlihan Lokey (HLI) in Q2 2024, closing a stake of 2,611 shares — an estimated $335K sold.

Significant Wealth Partners first reported a position in HLI in Q1 2024 and held it in 1 quarter. The position peaked at $335K in Q1 2024. 416 funds tracked by Wall St. Rank hold HLI as of Q2 2024.

  • Significant Wealth Partners reported no remaining Houlihan Lokey position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 2,611 Houlihan Lokey shares in Q2 2024, an estimated $335K.
  • Significant Wealth Partners first reported a position in Houlihan Lokey in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Houlihan Lokey position peaked at $335K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.