Axa
HLI icon

Axa’s Houlihan Lokey HLI Stock Holding History

Axa’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
2026
Q1 		$619K Sell
4,307
-430
-9% -$70.7K 0.24% 57
2025
Q4 		$825K Buy
+4,737
New +$869K 0.39% 50
2023
Q2 		– Sell
-7,200
Closed -$630K – 1115
2023
Q1 		$630K Hold
7,200
– – ﹤0.01% 937
2022
Q4 		$628K Sell
7,200
-2,500
-26% -$225K ﹤0.01% 957
2022
Q3 		$731K Sell
9,700
-8,600
-47% -$697K ﹤0.01% 910
2022
Q2 		$1.44M Sell
18,300
-46,200
-72% -$3.86M 0.01% 823
2022
Q1 		$5.66M Buy
64,500
+43,400
+206% +$4.47M 0.02% 614
2021
Q4 		$2.18M Buy
21,100
+3,100
+17% +$331K 0.01% 828
2021
Q3 		$1.66M Buy
18,000
+9,400
+109% +$824K ﹤0.01% 894
2021
Q2 		$703K Hold
8,600
– – ﹤0.01% 1058
2021
Q1 		$572K Buy
+8,600
New +$580K ﹤0.01% 1062

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return