Ensign Peak Advisors
HLI icon

Ensign Peak Advisors’s Houlihan Lokey HLI Stock Holding History

Ensign Peak 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
2026
Q1 		$3.72M Buy
25,888
+5,746
+29% +$945K 0.01% 587
2025
Q4 		$3.51M Sell
20,142
-9,114
-31% -$1.67M 0.01% 578
2025
Q3 		$6.01M Sell
29,256
-8,610
-23% -$1.69M 0.01% 559
2025
Q2 		$6.81M Buy
37,866
+3,482
+10% +$585K 0.01% 571
2025
Q1 		$5.55M Buy
34,384
+2,502
+8% +$430K 0.01% 606
2024
Q4 		$5.54M Buy
31,882
+5,486
+21% +$966K 0.01% 623
2024
Q3 		$4.17M Buy
26,396
+3,900
+17% +$583K 0.01% 690
2024
Q2 		$3.03M Sell
22,496
-6,650
-23% -$870K 0.01% 769
2024
Q1 		$3.74M Sell
29,146
-109
-0.4% -$13.5K 0.01% 715
2023
Q4 		$3.51M Buy
29,255
+1,598
+6% +$173K 0.01% 716
2023
Q3 		$2.96M Buy
27,657
+14,697
+113% +$1.52M 0.01% 714
2023
Q2 		$1.27M Sell
12,960
-1,520
-10% -$137K ﹤0.01% 1076
2023
Q1 		$1.27M Buy
14,480
+2,670
+23% +$251K ﹤0.01% 1060
2022
Q4 		$1.03M Buy
11,810
+2,120
+22% +$191K ﹤0.01% 1133
2022
Q3 		$730K Sell
9,690
-7,115
-42% -$577K ﹤0.01% 1251
2022
Q2 		$1.33M Buy
16,805
+5,265
+46% +$440K ﹤0.01% 983
2022
Q1 		$1.01M Buy
11,540
+8,945
+345% +$921K ﹤0.01% 1200
2021
Q4 		$269K Buy
+2,595
New +$277K ﹤0.01% 1848

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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