Mutual of America Capital 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 | $10.5M | Sell |
58,389
-1,855
| -3% | -$334K | 0.11% | 172 |
|
|
2025
Q1 | $9.73M | Sell |
60,244
-2,020
| -3% | -$326K | 0.11% | 175 |
|
|
2024
Q4 | $10.8M | Sell |
62,264
-1,159
| -2% | -$201K | 0.12% | 150 |
|
|
2024
Q3 | $10M | Sell |
63,423
-549
| -0.9% | -$86.8K | 0.11% | 171 |
|
|
2024
Q2 | $8.63M | Buy |
63,972
+1,467
| +2% | +$198K | 0.09% | 195 |
|
|
2024
Q1 | $8.01M | Sell |
62,505
-3,380
| -5% | -$433K | 0.09% | 247 |
|
|
2023
Q4 | $7.9M | Buy |
65,885
+30,354
| +85% | +$3.64M | 0.09% | 227 |
|
|
2023
Q3 | $3.81M | Sell |
35,531
-2,117
| -6% | -$227K | 0.05% | 552 |
|
|
2023
Q2 | $3.7M | Sell |
37,648
-2,877
| -7% | -$283K | 0.04% | 627 |
|
|
2023
Q1 | $3.55M | Sell |
40,525
-1,868
| -4% | -$163K | 0.04% | 660 |
|
|
2022
Q4 | $3.69M | Buy |
42,393
+569
| +1% | +$49.6K | 0.05% | 614 |
|
|
2022
Q3 | $3.15M | Buy |
41,824
+2,530
| +6% | +$191K | 0.04% | 625 |
|
|
2022
Q2 | $3.1M | Sell |
39,294
-25,508
| -39% | -$2.01M | 0.04% | 676 |
|
|
2022
Q1 | $5.69M | Sell |
64,802
-2,818
| -4% | -$247K | 0.06% | 469 |
|
|
2021
Q4 | $7M | Sell |
67,620
-632
| -0.9% | -$65.4K | 0.07% | 377 |
|
|
2021
Q3 | $6.29M | Sell |
68,252
-985
| -1% | -$90.7K | 0.06% | 400 |
|
|
2021
Q2 | $5.66M | Sell |
69,237
-2,982
| -4% | -$244K | 0.06% | 459 |
|
|
2021
Q1 | $4.8M | Buy |
72,219
+12,106
| +20% | +$805K | 0.05% | 529 |
|
|
2020
Q4 | $4.04M | Sell |
60,113
-1,257
| -2% | -$84.5K | 0.05% | 572 |
|
|
2020
Q3 | $3.62M | Sell |
61,370
-10,517
| -15% | -$621K | 0.05% | 519 |
|
|
2020
Q2 | $4M | Sell |
71,887
-4,917
| -6% | -$274K | 0.06% | 457 |
|
|
2020
Q1 | $4M | Sell |
76,804
-3,376
| -4% | -$176K | 0.07% | 375 |
|
|
2019
Q4 | $3.92M | Buy |
+80,180
| New | +$3.92M | 0.05% | 566 |
|