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SYSTM Wealth Solutions’s Houlihan Lokey HLI Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-233
Closed -$31.5K – 327
2024
Q2 		$31.5K Sell
233
-1,648
-88% -$216K 0.01% 314
2024
Q1 		$241K Buy
1,881
+26
+1% +$3.22K 0.03% 375
2023
Q4 		$222K Sell
1,855
-728
-28% -$78.9K 0.03% 367
2023
Q3 		$277K Buy
2,583
+147
+6% +$15.2K 0.04% 380
2023
Q2 		$239K Sell
2,436
-2,629
-52% -$238K 0.03% 422
2023
Q1 		$443K Sell
5,065
-825
-14% -$77.6K 0.07% 316
2022
Q4 		$513K Buy
+5,890
New +$529K 0.06% 340

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

SYSTM Wealth Solutions's HLI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Houlihan Lokey (HLI) in Q3 2024, closing a stake of 233 shares — an estimated $31.5K sold.

SYSTM Wealth Solutions first reported a position in HLI in Q4 2022 and held it in 7 quarters. The position peaked at $513K in Q4 2022. 451 funds tracked by Wall St. Rank hold HLI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Houlihan Lokey position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 233 Houlihan Lokey shares in Q3 2024, an estimated $31.5K.
  • SYSTM Wealth Solutions first reported a position in Houlihan Lokey in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Houlihan Lokey position peaked at $513K in Q4 2022.
  • 451 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.