CI Investments Inc
HLI icon

CI Investments Inc’s Houlihan Lokey HLI Stock Holding History

CI Investments Inc’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
-1,773
Closed -$364K – 916
2025
Q3 		$364K Sell
1,773
-205
-10% -$40.2K ﹤0.01% 575
2025
Q2 		$356K Sell
1,978
-148
-7% -$24.9K ﹤0.01% 597
2025
Q1 		$343K Buy
2,126
+222
+12% +$38.1K ﹤0.01% 601
2024
Q4 		$331K Buy
1,904
+489
+35% +$86.1K ﹤0.01% 600
2024
Q3 		$224K Buy
1,415
+133
+10% +$19.9K ﹤0.01% 633
2024
Q2 		$173K Buy
1,282
+74
+6% +$9.69K ﹤0.01% 671
2024
Q1 		$155K Buy
1,208
+214
+22% +$26.5K ﹤0.01% 770
2023
Q4 		$119K Sell
994
-210
-17% -$22.8K ﹤0.01% 795
2023
Q3 		$129K Buy
1,204
+19
+2% +$1.96K ﹤0.01% 769
2023
Q2 		$116K Buy
1,185
+52
+5% +$4.7K ﹤0.01% 751
2023
Q1 		$99K Buy
1,133
+16
+1% +$1.5K ﹤0.01% 744
2022
Q4 		$97K Buy
1,117
+739
+196% +$66.4K ﹤0.01% 752
2022
Q3 		$28K Sell
378
-21
-5% -$1.7K ﹤0.01% 961
2022
Q2 		$31K Sell
399
-304
-43% -$25.4K ﹤0.01% 903
2022
Q1 		$62K Sell
703
-3,958
-85% -$408K ﹤0.01% 935
2021
Q4 		$483K Buy
4,661
+2,435
+109% +$260K ﹤0.01% 586
2021
Q3 		$205K Buy
2,226
+27
+1% +$2.37K ﹤0.01% 721
2021
Q2 		$180K Buy
2,199
+846
+63% +$61.2K ﹤0.01% 756
2021
Q1 		$90K Sell
1,353
-294
-18% -$19.8K ﹤0.01% 791
2020
Q4 		$111K Buy
+1,647
New +$107K ﹤0.01% 726

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Geode Capital Management
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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 $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return