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	–	1234
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Winslow Evans & Crocker's HLI Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Houlihan Lokey (HLI) in Q2 2019, closing a stake of 36 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in HLI in Q3 2017 and held it in 6 quarters. The position peaked at $73.6K in Q1 2018. 188 funds tracked by Wall St. Rank hold HLI as of Q2 2019.

Winslow Evans & Crocker reported no remaining Houlihan Lokey position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 36 Houlihan Lokey shares in Q2 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in Houlihan Lokey in Q3 2017 and held it in 6 quarters.
Winslow Evans & Crocker's Houlihan Lokey position peaked at $73.6K in Q1 2018.
188 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.