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Coppell Advisory Solutions’s Houlihan Lokey HLI Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-21
Closed -$3.65K – 989
2024
Q4 		$3.65K Hold
21
– – ﹤0.01% 1406
2024
Q3 		$3.31K Hold
21
– – ﹤0.01% 1353
2024
Q2 		$2.83K Buy
+21
New +$2.75K ﹤0.01% 1324
2023
Q4 		$2.52K Buy
+21
New +$2.28K ﹤0.01% 1250
2023
Q3 		– Sell
-21
Closed -$2.08K – 1337
2023
Q2 		$2.08K Buy
+21
New +$1.9K ﹤0.01% 1013

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Coppell Advisory Solutions's HLI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 21 shares — an estimated $3.65K sold.

Coppell Advisory Solutions first reported a position in HLI in Q2 2023 and held it in 5 quarters. The position peaked at $3.65K in Q4 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 21 Houlihan Lokey shares in Q1 2025, an estimated $3.65K.
  • Coppell Advisory Solutions first reported a position in Houlihan Lokey in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Houlihan Lokey position peaked at $3.65K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.