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 		– Sell
-1,000
Closed -$205K – 8548
2025
Q3 		$205K Buy
+1,000
New +$196K ﹤0.01% 4642
2024
Q3 		– Sell
-3,000
Closed -$405K – 6917
2024
Q2 		$405K Sell
3,000
-3,000
-50% -$393K ﹤0.01% 2755
2024
Q1 		$769K Sell
6,000
-22,000
-79% -$2.72M ﹤0.01% 2324
2023
Q4 		$3.36M Buy
+28,000
New +$3.04M 0.01% 1435
2021
Q2 		– Sell
-2,700
Closed -$1.8M – 8311
2021
Q1 		$1.8M Buy
+2,700
New +$182K ﹤0.01% 2583

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $570B 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 $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Group One Trading's HLI Position: Q2 2019 in Review

Group One Trading sold out of Houlihan Lokey (HLI) in Q2 2019, closing a stake of 7,400 shares — an estimated $339K sold.

Group One Trading first reported a position in HLI in Q4 2018 and held it in 2 quarters. The position peaked at $339K in Q1 2019. 188 funds tracked by Wall St. Rank hold HLI as of Q2 2019.

  • Group One Trading reported no remaining Houlihan Lokey position as of Q2 2019 after selling out during the quarter.
  • Group One Trading sold 7,400 Houlihan Lokey shares in Q2 2019, an estimated $339K.
  • Group One Trading first reported a position in Houlihan Lokey in Q4 2018 and held it in 2 quarters.
  • Group One Trading's Houlihan Lokey position peaked at $339K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2019.

Based on Group One Trading's 13F filing for Q2 2019, filed 9 Aug 2019.