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Edgestream Partners’s Houlihan Lokey HLI Stock Holding History

Edgestream 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
2026
Q1 		$7.95M Buy
55,338
+46,277
+511% +$7.61M 0.26% 86
2025
Q4 		$1.58M Buy
+9,061
New +$1.66M 0.04% 590
2025
Q3 		– Sell
-68,803
Closed -$12.4M – 958
2025
Q2 		$12.4M Buy
68,803
+50,819
+283% +$8.54M 0.34% 35
2025
Q1 		$2.9M Sell
17,984
-16,155
-47% -$2.77M 0.1% 387
2024
Q4 		$5.93M Buy
34,139
+25,378
+290% +$4.47M 0.25% 101
2024
Q3 		$1.38M Sell
8,761
-49,311
-85% -$7.37M 0.06% 504
2024
Q2 		$7.83M Buy
58,072
+12,058
+26% +$1.58M 0.38% 33
2024
Q1 		$5.9M Buy
46,014
+30,355
+194% +$3.76M 0.29% 71
2023
Q4 		$1.88M Buy
15,659
+9,145
+140% +$991K 0.14% 259
2023
Q3 		$698K Sell
6,514
-28,597
-81% -$2.95M 0.06% 508
2023
Q2 		$3.45M Buy
+35,111
New +$3.18M 0.31% 55

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VCM
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EARNEST Partners
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return