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Spark Investment Management’s Houlihan Lokey HLI Stock Holding History

Spark 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
2018
Q2 		– Sell
-35,600
Closed -$1.59M – 684
2018
Q1 		$1.59M Sell
35,600
-18,800
-35% -$890K 0.1% 261
2017
Q4 		$2.47M Sell
54,400
-20,100
-27% -$860K 0.13% 226
2017
Q3 		$2.92M Sell
74,500
-48,000
-39% -$1.75M 0.16% 206
2017
Q2 		$4.28M Buy
122,500
+89,900
+276% +$3.05M 0.26% 122
2017
Q1 		$1.12M Buy
32,600
+18,900
+138% +$603K 0.07% 394
2016
Q4 		$426K Buy
+13,700
New +$372K 0.04% 513

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return