Bogle Investment Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,400
| Closed | -$296K | – | 50 |
|
|
2020
Q4 | $296K | Buy |
+4,400
| New | +$296K | 0.47% | 114 |
|
|
2020
Q3 | – | Sell |
-61,343
| Closed | -$3.41M | – | 269 |
|
|
2020
Q2 | $3.41M | Buy |
+61,343
| New | +$3.41M | 0.57% | 79 |
|
|
2018
Q3 | – | Sell |
-25,803
| Closed | -$1.32M | – | 292 |
|
|
2018
Q2 | $1.32M | Buy |
25,803
+10,800
| +72% | +$553K | 0.1% | 184 |
|
|
2018
Q1 | $669K | Sell |
15,003
-11,821
| -44% | -$527K | 0.05% | 258 |
|
|
2017
Q4 | $1.22M | Buy |
+26,824
| New | +$1.22M | 0.09% | 208 |
|