Johnson Financial Group Inc (Wisconsin)’s Houlihan Lokey HLI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-42	Closed	-$7.63K	–	895
2024 Q4	$7.63K	Sell	42 -11	-21%	-$1.94K	﹤0.01%	671
2024 Q3	$8.38K	Buy	53 +41	+342%	+$6.13K	﹤0.01%	707
2024 Q2	$1.62K	Buy	+12	New	+$1.57K	﹤0.01%	681
2024 Q1	–	Sell	-1,259	Closed	-$151K	–	873
2023 Q4	$151K	Hold	1,259	–	–	0.01%	327
2023 Q3	$135K	Hold	1,259	–	–	0.01%	283
2023 Q2	$124K	Sell	1,259 -2,573	-67%	-$233K	0.01%	312
2023 Q1	$335K	Buy	+3,832	New	+$361K	0.02%	221
2022 Q3	–	Sell	-2,189	Closed	-$197K	–	701
2022 Q2	$197K	Hold	2,189	–	–	0.01%	248
2022 Q1	$197K	Sell	2,189 -241	-10%	-$24.8K	0.01%	264
2021 Q4	$219K	Buy	+2,430	New	+$259K	0.01%	266

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HLI Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 42 shares — an estimated $7.63K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HLI in Q4 2021 and held it in 10 quarters. The position peaked at $335K in Q1 2023. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 42 Houlihan Lokey shares in Q1 2025, an estimated $7.63K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Houlihan Lokey in Q4 2021 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s Houlihan Lokey position peaked at $335K in Q1 2023.
526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.