Credit Suisse’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.69M | Buy |
67,784
+2,606
| +4% | +$322K | 0.01% | 989 |
|
|
2023
Q4 | $7.82M | Buy |
65,178
+1,932
| +3% | +$209K | 0.01% | 1063 |
|
|
2023
Q3 | $6.77M | Sell |
63,246
-274
| -0.4% | -$28.3K | 0.01% | 1097 |
|
|
2023
Q2 | $6.24M | Buy |
63,520
+9,984
| +19% | +$903K | 0.01% | 1192 |
|
|
2023
Q1 | $4.68M | Buy |
53,536
+2,009
| +4% | +$189K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $4.49M | Buy |
51,527
+469
| +0.9% | +$42.2K | ﹤0.01% | 1375 |
|
|
2022
Q3 | $3.85M | Buy |
51,058
+99
| +0.2% | +$8.02K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $4.02M | Sell |
50,959
-475
| -0.9% | -$39.7K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $4.52M | Buy |
51,434
+3,773
| +8% | +$388K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $4.93M | Sell |
47,661
-1,905
| -4% | -$203K | ﹤0.01% | 2030 |
|
|
2021
Q3 | $4.57M | Buy |
49,566
+2,674
| +6% | +$234K | ﹤0.01% | 2139 |
|
|
2021
Q2 | $3.8M | Buy |
46,892
+2,796
| +6% | +$202K | ﹤0.01% | 2316 |
|
|
2021
Q1 | $2.93M | Sell |
44,096
-18,147
| -29% | -$1.22M | ﹤0.01% | 2534 |
|
|
2020
Q4 | $4.18M | Buy |
62,243
+22,323
| +56% | +$1.45M | ﹤0.01% | 2240 |
|
|
2020
Q3 | $2.36M | Buy |
39,920
+712
| +2% | +$40.8K | ﹤0.01% | 2305 |
|
|
2020
Q2 | $2.18M | Sell |
39,208
-48,579
| -55% | -$2.83M | ﹤0.01% | 2322 |
|
|
2020
Q1 | $4.58M | Buy |
87,787
+52,497
| +149% | +$2.72M | ﹤0.01% | 1598 |
|
|
2019
Q4 | $1.73M | Sell |
35,290
-15,911
| -31% | -$751K | ﹤0.01% | 2730 |
|
|
2019
Q3 | $2.31M | Buy |
51,201
+12,828
| +33% | +$568K | ﹤0.01% | 2367 |
|
|
2019
Q2 | $1.71M | Buy |
38,373
+15,246
| +66% | +$712K | ﹤0.01% | 2565 |
|
|
2019
Q1 | $1.06M | Sell |
23,127
-1,138
| -5% | -$50.2K | ﹤0.01% | 2838 |
|
|
2018
Q4 | $893K | Sell |
24,265
-12,118
| -33% | -$494K | ﹤0.01% | 2872 |
|
|
2018
Q3 | $1.63M | Sell |
36,383
-1,246
| -3% | -$60.4K | ﹤0.01% | 2502 |
|
|
2018
Q2 | $1.93M | Sell |
37,629
-1,692
| -4% | -$80.9K | ﹤0.01% | 2496 |
|
|
2018
Q1 | $1.75M | Buy |
39,321
+1,669
| +4% | +$79K | ﹤0.01% | 2534 |
|
|
2017
Q4 | $1.71M | Buy |
37,652
+12,840
| +52% | +$549K | ﹤0.01% | 2557 |
|
|
2017
Q3 | $971K | Buy |
24,812
+12,050
| +94% | +$440K | ﹤0.01% | 3121 |
|
|
2017
Q2 | $446K | Sell |
12,762
-1,607
| -11% | -$54.6K | ﹤0.01% | 3225 |
|
|
2017
Q1 | $495K | Sell |
14,369
-6,025
| -30% | -$192K | ﹤0.01% | 3293 |
|
|
2016
Q4 | $635K | Buy |
20,394
+8,240
| +68% | +$223K | ﹤0.01% | 3317 |
|
|
2016
Q3 | $305K | Sell |
12,154
-798
| -6% | -$19.2K | ﹤0.01% | 3651 |
|
|
2016
Q2 | $290K | Buy |
+12,952
| New | +$312K | ﹤0.01% | 3712 |
|
|
2015
Q4 | – | Sell |
-17,731
| Closed | -$386K | – | 4276 |
|
|
2015
Q3 | $386K | Buy |
+17,731
| New | +$389K | ﹤0.01% | 3579 |
|
Other funds holding HLI
BAM
Credit Suisse's HLI Position: Q1 2024 in Review
Credit Suisse increased its Houlihan Lokey (HLI) stake by 4% in Q1 2024, buying an estimated $322K and bringing the position to 67,784 shares worth $8.69M. The position accounts for 0.01% of the portfolio, ranked #989.
Credit Suisse first reported a position in HLI in Q3 2015 and has held it in 33 quarters since. 400 funds tracked by Wall St. Rank hold HLI as of Q1 2024.
- Credit Suisse held 67,784 shares of Houlihan Lokey worth $8.69M as of Q1 2024.
- Credit Suisse bought 2,606 Houlihan Lokey shares in Q1 2024, an estimated $322K.
- Houlihan Lokey made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #989 holding.
- Credit Suisse first reported a position in Houlihan Lokey in Q3 2015 and has held it in 33 quarters since.
- 400 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.