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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
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