WEC
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Winslow Evans & Crocker’s Houlihan Lokey HLI Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-36
Closed -$2K – 1236
2019
Q1 		$2K Buy
+36
New +$1.59K ﹤0.01% 1168
2018
Q4 		– Sell
-350
Closed -$16K – 1112
2018
Q3 		$16K Hold
350
– – ﹤0.01% 709
2018
Q2 		$18K Sell
350
-1,300
-79% -$62.2K 0.01% 687
2018
Q1 		$73.6K Buy
1,650
+1,300
+371% +$61.5K 0.02% 409
2017
Q4 		$15.9K Hold
350
– – 0.01% 711
2017
Q3 		$13.7K Buy
+350
New +$12.8K ﹤0.01% 756

Other funds holding HLI

OCU
ORIX Corporation USA Dallas, Texas $2.31M AUM
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return