Teamwork Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Teamwork Financial Advisors’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	-8,123	Closed	-$612K	–	203
2022 Q3	$612K	Sell	8,123 -4,950	-38%	-$401K	0.13%	101
2022 Q2	$1.03M	Sell	13,073 -623	-5%	-$52.1K	0.23%	78
2022 Q1	$1.2M	Sell	13,696 -1,639	-11%	-$169K	0.22%	88
2021 Q4	$1.59M	Sell	15,335 -642	-4%	-$68.5K	0.29%	73
2021 Q3	$1.47M	Buy	15,977 +3,628	+29%	+$318K	0.29%	67
2021 Q2	$1.01M	Sell	12,349 -327	-3%	-$23.7K	0.21%	94
2021 Q1	$843K	Sell	12,676 -1,457	-10%	-$98.3K	0.2%	107
2020 Q4	$950K	Sell	14,133 -131	-0.9%	-$8.49K	0.23%	88
2020 Q3	$842K	Sell	14,264 -10,136	-42%	-$581K	0.26%	84
2020 Q2	$1.36M	Buy	+24,400	New	+$1.42M	0.49%	48

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Teamwork Financial Advisors's HLI Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Houlihan Lokey (HLI) in Q4 2022, closing a stake of 8,123 shares — an estimated $612K sold.

Teamwork Financial Advisors first reported a position in HLI in Q2 2020 and held it in 10 quarters. The position peaked at $1.59M in Q4 2021. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

Teamwork Financial Advisors reported no remaining Houlihan Lokey position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 8,123 Houlihan Lokey shares in Q4 2022, an estimated $612K.
Teamwork Financial Advisors first reported a position in Houlihan Lokey in Q2 2020 and held it in 10 quarters.
Teamwork Financial Advisors's Houlihan Lokey position peaked at $1.59M in Q4 2021.
334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.