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Simplicity Wealth’s Houlihan Lokey HLI Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-4,026
Closed -$543K – 791
2024
Q2 		$543K Sell
4,026
-14
-0.3% -$1.83K 0.01% 721
2024
Q1 		$518K Buy
+4,040
New +$500K 0.01% 723

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Simplicity Wealth's HLI Position: Q3 2024 in Review

Simplicity Wealth sold out of Houlihan Lokey (HLI) in Q3 2024, closing a stake of 4,026 shares — an estimated $543K sold.

Simplicity Wealth first reported a position in HLI in Q1 2024 and held it in 2 quarters. The position peaked at $543K in Q2 2024. 452 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • Simplicity Wealth reported no remaining Houlihan Lokey position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,026 Houlihan Lokey shares in Q3 2024, an estimated $543K.
  • Simplicity Wealth first reported a position in Houlihan Lokey in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Houlihan Lokey position peaked at $543K in Q2 2024.
  • 452 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.