Bridgewater Associates’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,237
| Closed | -$1.08M | – | 732 |
|
|
2024
Q4 | $1.08M | Sell |
6,237
-512
| -8% | -$88.9K | 0.01% | 498 |
|
|
2024
Q3 | $1.07M | Buy |
6,749
+267
| +4% | +$42.2K | 0.01% | 593 |
|
|
2024
Q2 | $874K | Buy |
+6,482
| New | +$874K | ﹤0.01% | 685 |
|
|
2024
Q1 | – | Sell |
-14,377
| Closed | -$1.72M | – | 738 |
|
|
2023
Q4 | $1.72M | Buy |
14,377
+1,443
| +11% | +$173K | 0.01% | 542 |
|
|
2023
Q3 | $1.39M | Buy |
+12,934
| New | +$1.39M | 0.01% | 560 |
|