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Zurich Insurance Group’s Houlihan Lokey HLI Stock Holding History

Zurich Insurance Group’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
2023
Q3 		– Sell
-11,900
Closed -$1.17M – 263
2023
Q2 		$1.17M Hold
11,900
– – 0.01% 208
2023
Q1 		$1.04M Buy
+11,900
New +$1.12M 0.01% 223

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Zurich Insurance Group's HLI Position: Q3 2023 in Review

Zurich Insurance Group sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 11,900 shares — an estimated $1.17M sold.

Zurich Insurance Group first reported a position in HLI in Q1 2023 and held it in 2 quarters. The position peaked at $1.17M in Q2 2023. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

  • Zurich Insurance Group reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
  • Zurich Insurance Group sold 11,900 Houlihan Lokey shares in Q3 2023, an estimated $1.17M.
  • Zurich Insurance Group first reported a position in Houlihan Lokey in Q1 2023 and held it in 2 quarters.
  • Zurich Insurance Group's Houlihan Lokey position peaked at $1.17M in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Zurich Insurance Group's 13F filing for Q3 2023, filed 14 Nov 2023.