Ameritas Investment Partners’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Buy |
17,161
+1,400
| +9% | +$230K | 0.08% | 267 |
|
|
2025
Q4 | $2.75M | Sell |
15,761
-676
| -4% | -$124K | 0.08% | 235 |
|
|
2025
Q3 | $3.37M | Sell |
16,437
-807
| -5% | -$158K | 0.1% | 182 |
|
|
2025
Q2 | $3.1M | Sell |
17,244
-186
| -1% | -$31.2K | 0.1% | 195 |
|
|
2025
Q1 | $2.81M | Sell |
17,430
-103
| -0.6% | -$17.7K | 0.1% | 196 |
|
|
2024
Q4 | $3.04M | Sell |
17,533
-165
| -0.9% | -$29.1K | 0.1% | 187 |
|
|
2024
Q3 | $2.8M | Sell |
17,698
-240
| -1% | -$35.9K | 0.09% | 218 |
|
|
2024
Q2 | $2.42M | Sell |
17,938
-355
| -2% | -$46.5K | 0.08% | 250 |
|
|
2024
Q1 | $2.34M | Buy |
18,293
+97
| +0.5% | +$12K | 0.08% | 280 |
|
|
2023
Q4 | $2.18M | Buy |
18,196
+11,396
| +168% | +$1.24M | 0.08% | 279 |
|
|
2023
Q3 | $728K | Hold |
6,800
| – | – | 0.03% | 668 |
|
|
2023
Q2 | $669K | Sell |
6,800
-6,381
| -48% | -$577K | 0.03% | 700 |
|
|
2023
Q1 | $1.15M | Sell |
13,181
-2,532
| -16% | -$238K | 0.05% | 522 |
|
|
2022
Q4 | $1.41M | Buy |
15,713
+87
| +0.6% | +$7.82K | 0.06% | 439 |
|
|
2022
Q3 | $1.18M | Hold |
15,626
| – | – | 0.05% | 447 |
|
|
2022
Q2 | $1.23M | Sell |
15,626
-191
| -1% | -$16K | 0.05% | 452 |
|
|
2022
Q1 | $1.39M | Hold |
15,817
| – | – | 0.05% | 478 |
|
|
2021
Q4 | $1.64M | Buy |
15,817
+100
| +0.6% | +$10.7K | 0.06% | 422 |
|
|
2021
Q3 | $1.45M | Sell |
15,717
-156
| -1% | -$13.7K | 0.05% | 436 |
|
|
2021
Q2 | $1.3M | Sell |
15,873
-138
| -0.9% | -$9.99K | 0.05% | 503 |
|
|
2021
Q1 | $1.07M | Sell |
16,011
-150
| -0.9% | -$10.1K | 0.04% | 573 |
|
|
2020
Q4 | $1.09M | Hold |
16,161
| – | – | 0.05% | 508 |
|
|
2020
Q3 | $954K | Buy |
16,161
+4,050
| +33% | +$232K | 0.04% | 481 |
|
|
2020
Q2 | $674K | Buy |
12,111
+149
| +1% | +$8.68K | 0.03% | 604 |
|
|
2020
Q1 | $623K | Buy |
11,962
+8,362
| +232% | +$433K | 0.04% | 555 |
|
|
2019
Q4 | $176K | Buy |
3,600
+170
| +5% | +$8.02K | 0.01% | 1167 |
|
|
2019
Q3 | $155K | Buy |
3,430
+724
| +27% | +$32.1K | 0.01% | 1201 |
|
|
2019
Q2 | $120K | Hold |
2,706
| – | – | 0.01% | 1381 |
|
|
2019
Q1 | $124K | Hold |
2,706
| – | – | 0.01% | 1345 |
|
|
2018
Q4 | $100K | Hold |
2,706
| – | – | 0.01% | 1378 |
|
|
2018
Q3 | $122K | Buy |
2,706
+261
| +11% | +$12.6K | 0.01% | 1418 |
|
|
2018
Q2 | $125K | Buy |
2,445
+311
| +15% | +$14.9K | 0.01% | 1380 |
|
|
2018
Q1 | $95K | Hold |
2,134
| – | – | ﹤0.01% | 1516 |
|
|
2017
Q4 | $97K | Buy |
2,134
+394
| +23% | +$16.9K | ﹤0.01% | 1517 |
|
|
2017
Q3 | $62K | Hold |
1,740
| – | – | ﹤0.01% | 1746 |
|
|
2017
Q2 | $61K | Hold |
1,740
| – | – | ﹤0.01% | 1775 |
|
|
2017
Q1 | $60K | Buy |
+1,740
| New | +$55.5K | ﹤0.01% | 1730 |
|
Other funds holding HLI
VPM
VCM
