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Caldwell Sutter Capital’s Houlihan Lokey HLI Stock Holding History

Caldwell Sutter Capital’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
2024
Q4 		– Sell
-6
Closed -$948 – 909
2024
Q3 		$948 Hold
6
– – ﹤0.01% 819
2024
Q2 		$809 Hold
6
– – ﹤0.01% 837
2024
Q1 		$769 Sell
6
-6
-50% -$742 ﹤0.01% 842
2023
Q4 		$1.44K Buy
+12
New +$1.3K ﹤0.01% 792

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Caldwell Sutter Capital's HLI Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 6 shares — an estimated $948 sold.

Caldwell Sutter Capital first reported a position in HLI in Q4 2023 and held it in 4 quarters. The position peaked at $1.44K in Q4 2023. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Caldwell Sutter Capital reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 6 Houlihan Lokey shares in Q4 2024, an estimated $948.
  • Caldwell Sutter Capital first reported a position in Houlihan Lokey in Q4 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's Houlihan Lokey position peaked at $1.44K in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.