PTC
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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

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