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Kestra Investment Management’s Houlihan Lokey HLI Stock Holding History

Kestra Investment Management’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
-27
Closed -$4.72K – 1134
2024
Q4 		$4.72K Buy
+27
New +$4.75K ﹤0.01% 914

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kestra Investment Management's HLI Position: Q1 2025 in Review

Kestra Investment Management sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 27 shares — an estimated $4.72K sold.

Kestra Investment Management first reported a position in HLI in Q4 2024 and held it in 1 quarter. The position peaked at $4.72K in Q4 2024. 524 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Kestra Investment Management reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 27 Houlihan Lokey shares in Q1 2025, an estimated $4.72K.
  • Kestra Investment Management first reported a position in Houlihan Lokey in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Houlihan Lokey position peaked at $4.72K in Q4 2024.
  • 524 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.