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Sonora Investment Management’s Houlihan Lokey HLI Stock Holding History

Sonora Investment 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
2019
Q3 		– Sell
-35
Closed -$2K – 1765
2019
Q2 		$2K Buy
+35
New +$1.64K ﹤0.01% 1568

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonora Investment Management's HLI Position: Q3 2019 in Review

Sonora Investment Management sold out of Houlihan Lokey (HLI) in Q3 2019, closing a stake of 35 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in HLI in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 194 funds tracked by Wall St. Rank hold HLI as of Q3 2019.

  • Sonora Investment Management reported no remaining Houlihan Lokey position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 35 Houlihan Lokey shares in Q3 2019, an estimated $2K.
  • Sonora Investment Management first reported a position in Houlihan Lokey in Q2 2019 and held it in 1 quarter.
  • Sonora Investment Management's Houlihan Lokey position peaked at $2K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.