Cerity Partners
HLI icon

Cerity Partners’s Houlihan Lokey HLI Stock Holding History

Cerity Partners’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 		$2.62M Sell
18,211
-692
-4% -$114K ﹤0.01% 1332
2025
Q4 		$3.29M Sell
18,903
-2,106
-10% -$387K ﹤0.01% 1124
2025
Q3 		$4.31M Buy
21,009
+283
+1% +$55.5K 0.01% 923
2025
Q2 		$3.73M Buy
20,726
+17,928
+641% +$3.01M 0.01% 941
2025
Q1 		$452K Sell
2,798
-533
-16% -$91.5K ﹤0.01% 1817
2024
Q4 		$572K Buy
3,331
+1,031
+45% +$182K ﹤0.01% 1686
2024
Q3 		$364K Buy
2,300
+397
+21% +$59.3K ﹤0.01% 1946
2024
Q2 		$257K Sell
1,903
-97
-5% -$12.7K ﹤0.01% 1904
2024
Q1 		$256K Buy
+2,000
New +$247K ﹤0.01% 1960

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