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GeoWealth Management’s Houlihan Lokey HLI Stock Holding History

GeoWealth Management’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
-19
Closed -$3.3K – 1383
2024
Q4 		$3.3K Buy
19
+1
+6% +$176 ﹤0.01% 1599
2024
Q3 		$2.84K Buy
+18
New +$2.69K ﹤0.01% 1522

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

GeoWealth Management's HLI Position: Q1 2025 in Review

GeoWealth Management sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 19 shares — an estimated $3.3K sold.

GeoWealth Management first reported a position in HLI in Q3 2024 and held it in 2 quarters. The position peaked at $3.3K in Q4 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • GeoWealth Management reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 19 Houlihan Lokey shares in Q1 2025, an estimated $3.3K.
  • GeoWealth Management first reported a position in Houlihan Lokey in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Houlihan Lokey position peaked at $3.3K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.