New Millennium Group’s Houlihan Lokey HLI Stock Holding History

New Millennium Group’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 Q4	–	Sell	-1	Closed	-$205	–	455
2025 Q3	$205	Buy	+1	New	+$196	﹤0.01%	418

Other funds holding HLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Millennium Group's HLI Position: Q4 2025 in Review

New Millennium Group sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1 share — an estimated $205 sold.

New Millennium Group first reported a position in HLI in Q3 2025 and held it in 1 quarter. The position peaked at $205 in Q3 2025. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

New Millennium Group reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
New Millennium Group sold 1 Houlihan Lokey share in Q4 2025, an estimated $205.
New Millennium Group first reported a position in Houlihan Lokey in Q3 2025 and held it in 1 quarter.
New Millennium Group's Houlihan Lokey position peaked at $205 in Q3 2025.
576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.