SPIS
HLI icon

Steward Partners Investment Solutions’s Houlihan Lokey HLI Stock Holding History

Steward Partners Investment Solutions’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
Q1 		– Sell
-1,790
Closed -$215K – 263
2023
Q4 		$215K Buy
+1,790
New +$194K 0.09% 130

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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 Partners Investment Solutions's HLI Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of Houlihan Lokey (HLI) in Q1 2024, closing a stake of 1,790 shares — an estimated $215K sold.

Steward Partners Investment Solutions first reported a position in HLI in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 400 funds tracked by Wall St. Rank hold HLI as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining Houlihan Lokey position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 1,790 Houlihan Lokey shares in Q1 2024, an estimated $215K.
  • Steward Partners Investment Solutions first reported a position in Houlihan Lokey in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's Houlihan Lokey position peaked at $215K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.