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Valeo Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Valeo 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
2021
Q2 		– Sell
-58
Closed -$4K – 1072
2021
Q1 		$4K Buy
58
+55
+1,833% +$3.71K ﹤0.01% 1622
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1742
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1820
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2075
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1844
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1664
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1608
2019
Q2 		$0 Buy
+3
New +$140 ﹤0.01% 1600

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
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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

Valeo Financial Advisors's HLI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Houlihan Lokey (HLI) in Q2 2021, closing a stake of 58 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in HLI in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q1 2021. 302 funds tracked by Wall St. Rank hold HLI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Houlihan Lokey position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 58 Houlihan Lokey shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Houlihan Lokey in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Houlihan Lokey position peaked at $4K in Q1 2021.
  • 302 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.