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Steward Financial Group’s Houlihan Lokey HLI Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+43
New +$4.43K ﹤0.01% 726
2022
Q3 		– Sell
-23
Closed -$1K – 623
2022
Q2 		$1K Buy
+23
New +$1.92K ﹤0.01% 754

Other funds holding HLI

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Steward Financial Group's HLI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Houlihan Lokey (HLI) in Q3 2023: 43 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HLI as recently as Q2 2022.

Steward Financial Group first reported a position in HLI in Q2 2022 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

  • Steward Financial Group held 43 shares of Houlihan Lokey worth $4K as of Q3 2023.
  • Houlihan Lokey was a new Steward Financial Group position in Q3 2023.
  • Houlihan Lokey made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #726 holding.
  • Steward Financial Group first reported a position in Houlihan Lokey in Q2 2022 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.