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Tiedemann Advisors’s Houlihan Lokey HLI Stock Holding History

Tiedemann 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
2021
Q1 		– Sell
-4,400
Closed -$296K – 338
2020
Q4 		$296K Buy
+4,400
New +$285K 0.01% 255

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tiedemann Advisors's HLI Position: Q1 2021 in Review

Tiedemann Advisors sold out of Houlihan Lokey (HLI) in Q1 2021, closing a stake of 4,400 shares — an estimated $296K sold.

Tiedemann Advisors first reported a position in HLI in Q4 2020 and held it in 1 quarter. The position peaked at $296K in Q4 2020. 276 funds tracked by Wall St. Rank hold HLI as of Q1 2021.

  • Tiedemann Advisors reported no remaining Houlihan Lokey position as of Q1 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 4,400 Houlihan Lokey shares in Q1 2021, an estimated $296K.
  • Tiedemann Advisors first reported a position in Houlihan Lokey in Q4 2020 and held it in 1 quarter.
  • Tiedemann Advisors's Houlihan Lokey position peaked at $296K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.