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Petrus Trust Company’s Houlihan Lokey HLI Stock Holding History

Petrus Trust Company’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
Q1 		– Sell
-1,833
Closed -$318K – 680
2024
Q4 		$318K Buy
+1,833
New +$323K 0.03% 406
2024
Q1 		– Sell
-3,089
Closed -$370K – 706
2023
Q4 		$370K Buy
+3,089
New +$335K 0.04% 352
2020
Q3 		– Sell
-3,690
Closed -$205K – 309
2020
Q2 		$205K Buy
+3,690
New +$215K 0.02% 186

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Petrus Trust Company's HLI Position: Q1 2025 in Review

Petrus Trust Company sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 1,833 shares — an estimated $318K sold.

Petrus Trust Company first reported a position in HLI in Q2 2020 and held it in 3 quarters. The position peaked at $370K in Q4 2023. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Petrus Trust Company reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,833 Houlihan Lokey shares in Q1 2025, an estimated $318K.
  • Petrus Trust Company first reported a position in Houlihan Lokey in Q2 2020 and held it in 3 quarters.
  • Petrus Trust Company's Houlihan Lokey position peaked at $370K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.