PineStone Asset Management’s Houlihan Lokey HLI Stock Holding History

PineStone Asset Management’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
2026 Q2	$1.18M	Sell	8,794 -4,500	-34%	-$664K	0.01%	32
2026 Q1	$1.91M	Sell	13,294 -61,201	-82%	-$10.1M	0.01%	31
2025 Q4	$13M	Hold	74,495	–	–	0.08%	31
2025 Q3	$15.3M	Hold	74,495	–	–	0.1%	31
2025 Q2	$13.4M	Buy	74,495 +5,100	+7%	+$857K	0.09%	32
2025 Q1	$11.2M	Buy	69,395 +8,400	+14%	+$1.44M	0.08%	35
2024 Q4	$10.6M	Sell	60,995 -14,200	-19%	-$2.5M	0.1%	39
2024 Q3	$11.9M	Hold	75,195	–	–	0.11%	40
2024 Q2	$10.1M	Buy	+75,195	New	+$9.84M	0.11%	39

Other funds holding HLI

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return