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Synovus Financial’s Houlihan Lokey HLI Stock Holding History

Synovus Financial’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
2020
Q3 		– Sell
-752
Closed -$42K – 1000
2020
Q2 		$42K Sell
752
-277
-27% -$16.1K ﹤0.01% 934
2020
Q1 		$54K Buy
1,029
+277
+37% +$14.4K ﹤0.01% 1092
2019
Q4 		$37K Hold
752
– – ﹤0.01% 1000
2019
Q3 		$34K Hold
752
– – ﹤0.01% 994
2019
Q2 		$33K Hold
752
– – ﹤0.01% 920
2019
Q1 		$34K Sell
752
-391
-34% -$17.3K ﹤0.01% 902
2018
Q4 		$42K Hold
1,143
– – ﹤0.01% 827
2018
Q3 		$52K Buy
+1,143
New +$55.4K ﹤0.01% 831

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Synovus Financial's HLI Position: Q3 2020 in Review

Synovus Financial sold out of Houlihan Lokey (HLI) in Q3 2020, closing a stake of 752 shares — an estimated $42K sold.

Synovus Financial first reported a position in HLI in Q3 2018 and held it in 8 quarters. The position peaked at $54K in Q1 2020. 258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

  • Synovus Financial reported no remaining Houlihan Lokey position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 752 Houlihan Lokey shares in Q3 2020, an estimated $42K.
  • Synovus Financial first reported a position in Houlihan Lokey in Q3 2018 and held it in 8 quarters.
  • Synovus Financial's Houlihan Lokey position peaked at $54K in Q1 2020.
  • 258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.