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Cannell & Spears’s Houlihan Lokey HLI Stock Holding History

Cannell & Spears’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 		$1.31M Sell
9,094
-790
-8% -$130K 0.03% 224
2025
Q4 		$1.72M Sell
9,884
-620
-6% -$114K 0.03% 201
2025
Q3 		$2.16M Sell
10,504
-105
-1% -$20.6K 0.04% 185
2025
Q2 		$1.91M Sell
10,609
-999
-9% -$168K 0.04% 193
2025
Q1 		$1.87M Buy
11,608
+3
+0% +$515 0.04% 192
2024
Q4 		$2.02M Hold
11,605
– – 0.04% 190
2024
Q3 		$1.83M Hold
11,605
– – 0.04% 191
2024
Q2 		$1.57M Sell
11,605
-640
-5% -$83.8K 0.03% 193
2024
Q1 		$1.57M Buy
+12,245
New +$1.51M 0.03% 201

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