Jacobs Levy Equity Management’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 | $60.8M | Buy |
338,103
+98,581
| +41% | +$17.7M | 0.24% | 100 |
|
|
2025
Q1 | $38.7M | Buy |
239,522
+220,632
| +1,168% | +$35.6M | 0.15% | 148 |
|
|
2024
Q4 | $3.28M | Buy |
+18,890
| New | +$3.28M | 0.01% | 507 |
|
|
2022
Q3 | – | Sell |
-592,963
| Closed | -$46.8M | – | 1076 |
|
|
2022
Q2 | $46.8M | Buy |
592,963
+441,202
| +291% | +$34.8M | 0.36% | 65 |
|
|
2022
Q1 | $13.3M | Buy |
+151,761
| New | +$13.3M | 0.09% | 243 |
|