USAA
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United Services Automobile Association’s Houlihan Lokey HLI Stock Holding History

United Services Automobile Association’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
2025
Q2 		– Sell
-3,438
Closed -$544K – 470
2025
Q1 		$544K Buy
+3,438
New +$590K 0.02% 492
2019
Q3 		– Sell
-5,248
Closed -$234K – 999
2019
Q2 		$234K Hold
5,248
– – ﹤0.01% 1983
2019
Q1 		$241K Buy
+5,248
New +$232K ﹤0.01% 1992
2018
Q4 		– Sell
-5,248
Closed -$236K – 2272
2018
Q3 		$236K Hold
5,248
– – ﹤0.01% 2054
2018
Q2 		$269K Hold
5,248
– – ﹤0.01% 1989
2018
Q1 		$234K Buy
+5,248
New +$248K ﹤0.01% 2022

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EARNEST Partners
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return