Mackenzie Financial
HLI icon

Mackenzie Financial’s Houlihan Lokey HLI Stock Holding History

Mackenzie Financial’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
2023
Q2 		– Sell
-3,188
Closed -$279K – 1563
2023
Q1 		$279K Sell
3,188
-900
-22% -$84.7K ﹤0.01% 1214
2022
Q4 		$356K Sell
4,088
-168
-4% -$15.1K ﹤0.01% 1036
2022
Q3 		$321K Sell
4,256
-184
-4% -$14.9K ﹤0.01% 1066
2022
Q2 		$350K Buy
4,440
+767
+21% +$64.1K ﹤0.01% 1029
2022
Q1 		$322K Sell
3,673
-13
-0.4% -$1.34K ﹤0.01% 1089
2021
Q4 		$382K Sell
3,686
-238
-6% -$25.4K ﹤0.01% 1058
2021
Q3 		$361K Buy
3,924
+1,055
+37% +$92.5K ﹤0.01% 1064
2021
Q2 		$235K Buy
+2,869
New +$208K ﹤0.01% 1124
2018
Q4 		– Sell
-37,757
Closed -$1.7M – 1178
2018
Q3 		$1.7M Hold
37,757
– – ﹤0.01% 678
2018
Q2 		$1.93M Buy
+37,757
New +$1.81M ﹤0.01% 601
2017
Q2 		– Sell
-10,400
Closed -$358K – 641
2017
Q1 		$358K Sell
10,400
-12,300
-54% -$392K ﹤0.01% 558
2016
Q4 		$706K Buy
+22,700
New +$616K ﹤0.01% 476
2016
Q3 		– Sell
-32,901
Closed -$736K – 743
2016
Q2 		$736K Sell
32,901
-12,048
-27% -$290K ﹤0.01% 681
2016
Q1 		$1.12M Buy
+44,949
New +$1.09M 0.01% 485

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