Group One Trading
HLI icon

Group One Trading’s Houlihan Lokey HLI Stock Holding History

Group One Trading’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
Q4 		– Hold
0
– – – 9013
2025
Q3 		– Hold
0
– – – 9197
2024
Q3 		– Hold
0
– – – 7377
2024
Q2 		– Hold
0
– – – 7524
2024
Q1 		– Hold
0
– – – 7877
2023
Q4 		– Hold
0
– – – 8195
2021
Q2 		– Hold
0
– – – 8695
2021
Q1 		– Hold
0
– – – 8075
2019
Q2 		– Sell
-7,400
Closed -$339K – 5369
2019
Q1 		$339K Buy
7,400
+4,900
+196% +$216K 0.04% 2260
2018
Q4 		$92K Buy
+2,500
New +$102K 0.01% 3216
2018
Q3 		– Hold
0
– – – 5586
2017
Q3 		– Hold
0
– – – 5132
2017
Q2 		– Hold
0
– – – 5053

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return