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Zacks Investment Management’s Houlihan Lokey HLI Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-42,802
Closed -$1.93M – 557
2019
Q3 		$1.93M Sell
42,802
-6,649
-13% -$294K 0.04% 262
2019
Q2 		$2.2M Buy
+49,451
New +$2.31M 0.05% 248
2018
Q3 		– Sell
-49,879
Closed -$2.56M – 557
2018
Q2 		$2.56M Sell
49,879
-301
-0.6% -$14.4K 0.06% 234
2018
Q1 		$2.24M Buy
50,180
+8,059
+19% +$381K 0.05% 243
2017
Q4 		$1.91M Buy
+42,121
New +$1.8M 0.04% 273

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Zacks Investment Management's HLI Position: Q4 2019 in Review

Zacks Investment Management sold out of Houlihan Lokey (HLI) in Q4 2019, closing a stake of 42,802 shares — an estimated $1.93M sold.

Zacks Investment Management first reported a position in HLI in Q4 2017 and held it in 5 quarters. The position peaked at $2.56M in Q2 2018. 187 funds tracked by Wall St. Rank hold HLI as of Q4 2019.

  • Zacks Investment Management reported no remaining Houlihan Lokey position as of Q4 2019 after selling out during the quarter.
  • Zacks Investment Management sold 42,802 Houlihan Lokey shares in Q4 2019, an estimated $1.93M.
  • Zacks Investment Management first reported a position in Houlihan Lokey in Q4 2017 and held it in 5 quarters.
  • Zacks Investment Management's Houlihan Lokey position peaked at $2.56M in Q2 2018.
  • 187 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2019.

Based on Zacks Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.