Eagle Bay Advisors’s Houlihan Lokey HLI Stock Holding History

Eagle Bay Advisors’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	-139	Closed	-$24.1K	–	490
2024 Q4	$24.1K	Sell	139 -40	-22%	-$7.04K	0.02%	438
2024 Q3	$28.2K	Sell	179 -46	-20%	-$6.87K	0.01%	558
2024 Q2	$30.3K	Sell	225 -8	-3%	-$1.05K	0.02%	395
2024 Q1	$29.8K	Sell	233 -96	-29%	-$11.9K	0.02%	371
2023 Q4	$39.4K	Sell	329 -162	-33%	-$17.6K	0.02%	326
2023 Q3	$52.6K	Buy	491 +245	+100%	+$25.3K	0.02%	402
2023 Q2	$24.1K	Buy	246 +245	+24,500%	+$22.2K	0.01%	506
2023 Q1	$52	Hold	1	–	–	﹤0.01%	915
2022 Q4	$52	Hold	1	–	–	﹤0.01%	934
2022 Q3	$0	Hold	1	–	–	﹤0.01%	935
2022 Q2	$46	Buy	+1	New	+$84	﹤0.01%	1112
2022 Q1	–	Sell	-1	Closed	-$1K	–	587
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	1010
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1123
2021 Q2	$1K	Buy	+1	New	+$72	﹤0.01%	899

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Eagle Bay Advisors's HLI Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 139 shares — an estimated $24.1K sold.

Eagle Bay Advisors first reported a position in HLI in Q2 2021 and held it in 14 quarters. The position peaked at $52.6K in Q3 2023. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

Eagle Bay Advisors reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 139 Houlihan Lokey shares in Q1 2025, an estimated $24.1K.
Eagle Bay Advisors first reported a position in Houlihan Lokey in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Houlihan Lokey position peaked at $52.6K in Q3 2023.
526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.