Dean Investment Associates’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-21,962
| Closed | -$1.3M | – | 234 |
|
|
2020
Q3 | $1.3M | Sell |
21,962
-1,057
| -5% | -$62.4K | 0.31% | 124 |
|
|
2020
Q2 | $1.28M | Sell |
23,019
-42,891
| -65% | -$2.39M | 0.31% | 137 |
|
|
2020
Q1 | $3.44M | Sell |
65,910
-67,355
| -51% | -$3.51M | 0.74% | 37 |
|
|
2019
Q4 | $6.51M | Buy |
133,265
+16,865
| +14% | +$824K | 1.02% | 10 |
|
|
2019
Q3 | $5.25M | Buy |
+116,400
| New | +$5.25M | 0.77% | 40 |
|
|
2018
Q1 | – | Sell |
-66,600
| Closed | -$3.03M | – | 214 |
|
|
2017
Q4 | $3.03M | Sell |
66,600
-81,050
| -55% | -$3.68M | 0.46% | 108 |
|
|
2017
Q3 | $5.78M | Buy |
+147,650
| New | +$5.78M | 0.88% | 39 |
|