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SpiderRock Advisors’s Houlihan Lokey HLI Stock Holding History

SpiderRock Advisors’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 		$1.22M Sell
7,700
-16,732
-68% -$2.5M 0.02% 430
2024
Q2 		$3.29M Sell
24,432
-1,100
-4% -$144K 0.07% 198
2024
Q1 		$3.13M Buy
+25,532
New +$3.16M 0.08% 196

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $8.06B AUM 6.78% 1-Year Est. Return

SpiderRock Advisors's HLI Position: Q3 2024 in Review

SpiderRock Advisors reduced its Houlihan Lokey (HLI) stake by 68% in Q3 2024, selling an estimated $2.5M and leaving 7,700 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #430.

SpiderRock Advisors first reported a position in HLI in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.29M in Q2 2024. 451 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • SpiderRock Advisors held 7,700 shares of Houlihan Lokey worth $1.22M as of Q3 2024.
  • SpiderRock Advisors sold 16,732 Houlihan Lokey shares in Q3 2024, an estimated $2.5M.
  • Houlihan Lokey made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #430 holding.
  • SpiderRock Advisors first reported a position in Houlihan Lokey in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Houlihan Lokey position peaked at $3.29M in Q2 2024.
  • 451 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.