Convergence Investment Partners’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,124
| Closed | -$168K | – | 222 |
|
|
2022
Q2 | $168K | Buy |
+2,124
| New | +$168K | 0.1% | 175 |
|
|
2021
Q2 | – | Sell |
-4,360
| Closed | -$290K | – | 259 |
|
|
2021
Q1 | $290K | Buy |
+4,360
| New | +$290K | 0.13% | 157 |
|
|
2018
Q1 | – | Sell |
-20,179
| Closed | -$917K | – | 1035 |
|
|
2017
Q4 | $917K | Buy |
20,179
+14,554
| +259% | +$661K | 0.12% | 246 |
|
|
2017
Q3 | $220K | Sell |
5,625
-13,800
| -71% | -$540K | 0.03% | 306 |
|
|
2017
Q2 | $678K | Sell |
19,425
-1,615
| -8% | -$56.4K | 0.1% | 277 |
|
|
2017
Q1 | $725K | Buy |
+21,040
| New | +$725K | 0.1% | 273 |
|