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TrinityPoint Wealth’s Houlihan Lokey HLI Stock Holding History

TrinityPoint Wealth’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
Q4 		$245K Buy
+1,411
New +$248K 0.03% 292

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $7.03B AUM 11.68% 1-Year Est. Return

TrinityPoint Wealth's HLI Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Houlihan Lokey (HLI) in Q4 2024: 1,411 shares worth $245K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • TrinityPoint Wealth held 1,411 shares of Houlihan Lokey worth $245K as of Q4 2024.
  • Houlihan Lokey was a new TrinityPoint Wealth position in Q4 2024.
  • Houlihan Lokey made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #292 holding.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.