IP
HLI icon

Interval Partners’s Houlihan Lokey HLI Stock Holding History

Interval Partners’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
Q1 		$24.4M Buy
170,008
+85,054
+100% +$14M 0.84% 46
2025
Q4 		$14.8M Buy
+84,954
New +$15.6M 0.35% 101
2025
Q2 		– Sell
-22,615
Closed -$3.65M – 435
2025
Q1 		$3.65M Buy
+22,615
New +$3.88M 0.13% 216
2024
Q4 		– Hold
0
– – – 419
2024
Q1 		– Sell
-6,675
Closed -$800K – 358
2023
Q4 		$800K Sell
6,675
-82,579
-93% -$8.95M 0.03% 263
2023
Q3 		$9.56M Buy
+89,254
New +$9.2M 0.39% 99
2021
Q4 		– Sell
-32,506
Closed -$2.99M – 307
2021
Q3 		$2.99M Sell
32,506
-27,926
-46% -$2.45M 0.18% 183
2021
Q2 		$4.94M Buy
60,432
+52,159
+630% +$3.78M 0.3% 131
2021
Q1 		$550K Buy
+8,273
New +$558K 0.04% 238
2019
Q2 		– Sell
-35,606
Closed -$1.63M – 245
2019
Q1 		$1.63M Buy
+35,606
New +$1.57M 0.09% 161

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return