Grantham, Mayo, Van Otterloo & Co (GMO)’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.3M | Buy |
240,486
+12,055
| +5% | +$2.17M | 0.13% | 79 |
|
|
2025
Q1 | $36.9M | Buy |
228,431
+50,295
| +28% | +$8.12M | 0.12% | 112 |
|
|
2024
Q4 | $30.9M | Sell |
178,136
-115,845
| -39% | -$20.1M | 0.1% | 134 |
|
|
2024
Q3 | $46.5M | Buy |
293,981
+19,314
| +7% | +$3.05M | 0.15% | 96 |
|
|
2024
Q2 | $37M | Sell |
274,667
-1,966
| -0.7% | -$265K | 0.13% | 111 |
|
|
2024
Q1 | $35.5M | Buy |
276,633
+114,695
| +71% | +$14.7M | 0.13% | 116 |
|
|
2023
Q4 | $19.4M | Sell |
161,938
-33,554
| -17% | -$4.02M | 0.09% | 172 |
|
|
2023
Q3 | $20.9M | Buy |
195,492
+31,262
| +19% | +$3.35M | 0.1% | 170 |
|
|
2023
Q2 | $16.1M | Hold |
164,230
| – | – | 0.07% | 203 |
|
|
2023
Q1 | $14.4M | Buy |
164,230
+61,863
| +60% | +$5.41M | 0.07% | 211 |
|
|
2022
Q4 | $8.92M | Buy |
102,367
+18,060
| +21% | +$1.57M | 0.05% | 250 |
|
|
2022
Q3 | $6.36M | Buy |
+84,307
| New | +$6.36M | 0.04% | 297 |
|
|
2018
Q3 | – | Sell |
-9,700
| Closed | -$497K | – | 547 |
|
|
2018
Q2 | $497K | Sell |
9,700
-4,300
| -31% | -$220K | ﹤0.01% | 453 |
|
|
2018
Q1 | $624K | Buy |
+14,000
| New | +$624K | ﹤0.01% | 433 |
|