CL
HLI icon

Choreo LLC’s Houlihan Lokey HLI Stock Holding History

Choreo LLC’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
2025
Q4 		– Sell
-1,142
Closed -$234K – 1618
2025
Q3 		$234K Buy
+1,142
New +$224K ﹤0.01% 1373
2025
Q1 		– Sell
-1,219
Closed -$212K – 1528
2024
Q4 		$212K Sell
1,219
-392
-24% -$69K ﹤0.01% 1394
2024
Q3 		$257K Buy
+1,611
New +$241K ﹤0.01% 1303

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Choreo LLC's HLI Position: Q4 2025 in Review

Choreo LLC sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,142 shares — an estimated $234K sold.

Choreo LLC first reported a position in HLI in Q3 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

  • Choreo LLC reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
  • Choreo LLC sold 1,142 Houlihan Lokey shares in Q4 2025, an estimated $234K.
  • Choreo LLC first reported a position in Houlihan Lokey in Q3 2024 and held it in 3 quarters.
  • Choreo LLC's Houlihan Lokey position peaked at $257K in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Choreo LLC's 13F filing for Q4 2025, filed 23 Jan 2026.