OCU
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ORIX Corporation USA’s Houlihan Lokey HLI Stock Holding History

ORIX Corporation USA’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
2019
Q3 		– Sell
-3,377,935
Closed -$150M – 1
2019
Q2 		$150M Sell
3,377,935
-731,786
-18% -$34.2M 100% 1
2019
Q1 		$188M Buy
4,109,721
+3,500,000
+574% +$154M 100% 1
2018
Q4 		$22.4M Hold
609,721
– – 100% 1
2018
Q3 		$27.4M Buy
609,721
+524,721
+617% +$25.4M 100% 1
2018
Q2 		$4.35M Sell
85,000
-353,240
-81% -$16.9M 100% 1
2018
Q1 		$19.5M Hold
438,240
– – 33.9% 1
2017
Q4 		$19.9M Buy
+438,240
New +$18.8M 99.51% 1

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EARNEST Partners
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BAMCO Inc
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WHG
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