YorkBridge Wealth Partners’s Houlihan Lokey HLI Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$350K	Sell	4,018 -609	-13%	-$54.7K	0.09%	157
2022 Q3	$349K	Buy	4,627 +883	+24%	+$71.6K	0.09%	163
2022 Q2	$296K	Sell	3,744 -143	-4%	-$12K	0.08%	199
2022 Q1	$341K	Buy	3,887 +1,397	+56%	+$144K	0.07%	208
2021 Q4	$258K	Buy	+2,490	New	+$266K	0.06%	249
2018 Q3	–	Sell	-59	Closed	-$3K	–	790
2018 Q2	$3K	Hold	59	–	–	﹤0.01%	731
2018 Q1	$3K	Buy	59 +54	+1,080%	+$2.56K	﹤0.01%	719
2017 Q4	$0	Buy	+5	New	+$214	﹤0.01%	880

Other funds holding HLI

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's HLI Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Houlihan Lokey (HLI) stake by 13% in Q4 2022, selling an estimated $54.7K and leaving 4,018 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #157.

YorkBridge Wealth Partners first reported a position in HLI in Q4 2017 and has held it in 8 quarters since. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

YorkBridge Wealth Partners held 4,018 shares of Houlihan Lokey worth $350K as of Q4 2022.
YorkBridge Wealth Partners sold 609 Houlihan Lokey shares in Q4 2022, an estimated $54.7K.
Houlihan Lokey made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #157 holding.
YorkBridge Wealth Partners first reported a position in Houlihan Lokey in Q4 2017 and has held it in 8 quarters since.
334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.