Capital Research Global Investors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144M | Buy |
798,836
+294,781
| +58% | +$53M | 0.03% | 260 |
|
|
2025
Q1 | $81.4M | Buy |
+504,055
| New | +$81.4M | 0.02% | 311 |
|
|
2016
Q3 | – | Sell |
-250,000
| Closed | -$5.59M | – | 416 |
|
|
2016
Q2 | $5.59M | Sell |
250,000
-205,000
| -45% | -$4.59M | ﹤0.01% | 407 |
|
|
2016
Q1 | $11.3M | Hold |
455,000
| – | – | ﹤0.01% | 401 |
|
|
2015
Q4 | $11.9M | Hold |
455,000
| – | – | ﹤0.01% | 404 |
|
|
2015
Q3 | $9.92M | Buy |
+455,000
| New | +$9.92M | ﹤0.01% | 413 |
|