ClearBridge Investments’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 | $104M | Sell |
579,902
-54,064
| -9% | -$9.73M | 0.08% | 226 |
|
|
2025
Q1 | $102M | Sell |
633,966
-1,394
| -0.2% | -$225K | 0.09% | 223 |
|
|
2024
Q4 | $110M | Sell |
635,360
-205,022
| -24% | -$35.6M | 0.09% | 222 |
|
|
2024
Q3 | $133M | Sell |
840,382
-25,416
| -3% | -$4.02M | 0.1% | 189 |
|
|
2024
Q2 | $117M | Sell |
865,798
-80,587
| -9% | -$10.9M | 0.09% | 204 |
|
|
2024
Q1 | $121M | Sell |
946,385
-148,032
| -14% | -$19M | 0.1% | 223 |
|
|
2023
Q4 | $131M | Sell |
1,094,417
-85,078
| -7% | -$10.2M | 0.11% | 196 |
|
|
2023
Q3 | $126M | Buy |
1,179,495
+1,456
| +0.1% | +$156K | 0.12% | 182 |
|
|
2023
Q2 | $116M | Buy |
1,178,039
+2,973
| +0.3% | +$292K | 0.1% | 197 |
|
|
2023
Q1 | $103M | Buy |
1,175,066
+139,895
| +14% | +$12.2M | 0.1% | 202 |
|
|
2022
Q4 | $90.2M | Buy |
1,035,171
+428,190
| +71% | +$37.3M | 0.09% | 222 |
|
|
2022
Q3 | $45.8M | Sell |
606,981
-1
| -0% | -$75 | 0.05% | 317 |
|
|
2022
Q2 | $47.9M | Sell |
606,982
-2
| -0% | -$158 | 0.04% | 319 |
|
|
2022
Q1 | $53.3M | Hold |
606,984
| – | – | 0.04% | 340 |
|
|
2021
Q4 | $62.8M | Buy |
606,984
+93,435
| +18% | +$9.67M | 0.04% | 321 |
|
|
2021
Q3 | $47.3M | Sell |
513,549
-150
| -0% | -$13.8K | 0.03% | 364 |
|
|
2021
Q2 | $42M | Buy |
513,699
+129,369
| +34% | +$10.6M | 0.03% | 394 |
|
|
2021
Q1 | $25.6M | Buy |
+384,330
| New | +$25.6M | 0.02% | 449 |
|