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Convergence Investment Partners’s Houlihan Lokey HLI Stock Holding History

Convergence Investment 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
2022
Q3 		– Sell
-2,124
Closed -$168K – 222
2022
Q2 		$168K Buy
+2,124
New +$178K 0.1% 175
2021
Q2 		– Sell
-4,360
Closed -$290K – 259
2021
Q1 		$290K Buy
+4,360
New +$294K 0.13% 157
2018
Q1 		– Sell
-20,179
Closed -$917K – 1035
2017
Q4 		$917K Buy
20,179
+14,554
+259% +$623K 0.12% 246
2017
Q3 		$220K Sell
5,625
-13,800
-71% -$504K 0.03% 306
2017
Q2 		$678K Sell
19,425
-1,615
-8% -$54.8K 0.1% 277
2017
Q1 		$725K Buy
+21,040
New +$671K 0.1% 273

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AllianceBernstein
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BAM
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Bank of America
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T. Rowe Price Investment Management
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BAMCO Inc
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Geode Capital Management
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