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Simplicity Solutions’s Houlihan Lokey HLI Stock Holding History

Simplicity Solutions’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 		$444K Sell
3,702
-57
-2% -$6.18K 0.01% 706
2023
Q3 		$403K Buy
3,759
+495
+15% +$51K 0.01% 659
2023
Q2 		$321K Buy
+3,264
New +$295K 0.01% 802

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $24.3B AUM 34.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplicity Solutions's HLI Position: Q4 2023 in Review

Simplicity Solutions reduced its Houlihan Lokey (HLI) stake by 1.5% in Q4 2023, selling an estimated $6.18K and leaving 3,702 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #706.

Simplicity Solutions first reported a position in HLI in Q2 2023 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold HLI as of Q4 2023.

  • Simplicity Solutions held 3,702 shares of Houlihan Lokey worth $444K as of Q4 2023.
  • Simplicity Solutions sold 57 Houlihan Lokey shares in Q4 2023, an estimated $6.18K.
  • Houlihan Lokey made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #706 holding.
  • Simplicity Solutions first reported a position in Houlihan Lokey in Q2 2023 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.