Swedbank
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Swedbank’s Houlihan Lokey HLI Stock Holding History

Swedbank’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
2022
Q4 		– Sell
-60,000
Closed -$4.52M – 729
2022
Q3 		$4.52M Hold
60,000
– – 0.01% 514
2022
Q2 		$4.74M Buy
60,000
+30,000
+100% +$2.51M 0.01% 516
2022
Q1 		$2.63M Sell
30,000
-5,000
-14% -$515K ﹤0.01% 603
2021
Q4 		$3.61M Hold
35,000
– – 0.01% 595
2021
Q3 		$3.22M Hold
35,000
– – 0.01% 597
2021
Q2 		$2.86M Sell
35,000
-15,000
-30% -$1.09M 0.01% 617
2021
Q1 		$3.33M Buy
+50,000
New +$3.37M 0.01% 597

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return