Oliver Lagore Vanvalin Investment Group’s Houlihan Lokey HLI Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$6.78K	Buy	+42	New	+$7.06K	﹤0.01%	461
2024 Q4	$7.29K	Hold	42	–	–	﹤0.01%	481
2024 Q3	$6.64K	Hold	42	–	–	﹤0.01%	469
2024 Q2	$5.66K	Hold	42	–	–	﹤0.01%	485
2024 Q1	$5.38K	Hold	42	–	–	﹤0.01%	499
2023 Q4	$5.04K	Hold	42	–	–	﹤0.01%	522
2023 Q3	$4.5K	Buy	+42	New	+$4.33K	﹤0.01%	574

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

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

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

Oliver Lagore Vanvalin Investment Group's HLI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Houlihan Lokey (HLI) in Q2 2025: 42 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HLI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HLI in Q3 2023 and has held it in 7 quarters since. The position peaked at $7.29K in Q4 2024. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 42 shares of Houlihan Lokey worth $6.78K as of Q2 2025.
Houlihan Lokey was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Houlihan Lokey made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #461 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Houlihan Lokey in Q3 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Houlihan Lokey position peaked at $7.29K in Q4 2024.
549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.