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Franklin, Parlapiano, Turner & Welch’s Houlihan Lokey HLI Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
Q2 		$7.17M Buy
53,484
+520
+1% +$76.7K 1.62% 20
2026
Q1 		$8.38M Buy
52,964
+835
+2% +$137K 2% 17
2025
Q4 		$9.9M Sell
52,129
-1,978
-4% -$363K 2.46% 12
2025
Q3 		$11.1M Sell
54,107
-1,526
-3% -$299K 2.81% 6
2025
Q2 		$10M Sell
55,633
-941
-2% -$158K 2.61% 8
2025
Q1 		$9.14M Sell
56,574
-2,336
-4% -$401K 2.46% 10
2024
Q4 		$10.2M Sell
58,910
-6,823
-10% -$1.2M 2.77% 6
2024
Q3 		$10.4M Sell
65,733
-2,278
-3% -$340K 2.68% 8
2024
Q2 		$9.17M Sell
68,011
-6,581
-9% -$861K 2.54% 8
2024
Q1 		$9.56M Sell
74,592
-1,810
-2% -$224K 2.63% 9
2023
Q4 		$9.16M Sell
76,402
-4,334
-5% -$470K 2.63% 9
2023
Q3 		$8.65M Sell
80,736
-944
-1% -$97.3K 2.68% 8
2023
Q2 		$8.03M Buy
81,680
+1,032
+1% +$93.3K 2.38% 11
2023
Q1 		$7.06M Sell
80,648
-1,489
-2% -$140K 2.25% 19
2022
Q4 		$7.16M Sell
82,137
-7,867
-9% -$707K 2.35% 18
2022
Q3 		$6.79M Buy
90,004
+4,910
+6% +$398K 2.41% 10
2022
Q2 		$6.72M Buy
85,094
+4,763
+6% +$398K 2.27% 16
2022
Q1 		$7.05M Buy
+80,331
New +$8.27M 2.1% 17

Other funds holding HLI

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return