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Symmetry Investments’s Houlihan Lokey HLI Stock Holding History

Symmetry Investments’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 		– Sell
-2,200
Closed -$216K – 175
2023
Q2 		$216K Buy
+2,200
New +$199K 0.03% 158

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

Symmetry Investments's HLI Position: Q3 2023 in Review

Symmetry Investments sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 2,200 shares — an estimated $216K sold.

Symmetry Investments first reported a position in HLI in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 336 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

  • Symmetry Investments reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
  • Symmetry Investments sold 2,200 Houlihan Lokey shares in Q3 2023, an estimated $216K.
  • Symmetry Investments first reported a position in Houlihan Lokey in Q2 2023 and held it in 1 quarter.
  • Symmetry Investments's Houlihan Lokey position peaked at $216K in Q2 2023.
  • 336 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Symmetry Investments's 13F filing for Q3 2023, filed 14 Nov 2023.