Polen Capital Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
2,555
-29,740
| -92% | -$5.35M | ﹤0.01% | 199 |
|
|
2025
Q1 | $5.22M | Sell |
32,295
-3,704
| -10% | -$598K | 0.02% | 57 |
|
|
2024
Q4 | $6.25M | Sell |
35,999
-32,312
| -47% | -$5.61M | 0.02% | 60 |
|
|
2024
Q3 | $10.8M | Sell |
68,311
-14,065
| -17% | -$2.22M | 0.03% | 41 |
|
|
2024
Q2 | $11.1M | Sell |
82,376
-7,646
| -8% | -$1.03M | 0.03% | 38 |
|
|
2024
Q1 | $11.5M | Sell |
90,022
-37,276
| -29% | -$4.78M | 0.03% | 46 |
|
|
2023
Q4 | $67.9M | Sell |
127,298
-1,669
| -1% | -$890K | 0.16% | 35 |
|
|
2023
Q3 | $13.8M | Sell |
128,967
-1,925
| -1% | -$206K | 0.04% | 46 |
|
|
2023
Q2 | $12.9M | Sell |
130,892
-6,689
| -5% | -$658K | 0.03% | 46 |
|
|
2023
Q1 | $12M | Sell |
137,581
-3,682
| -3% | -$322K | 0.03% | 44 |
|
|
2022
Q4 | $12.3M | Sell |
141,263
-18,833
| -12% | -$1.64M | 0.04% | 41 |
|
|
2022
Q3 | $12.1M | Buy |
160,096
+14,041
| +10% | +$1.06M | 0.03% | 42 |
|
|
2022
Q2 | $11.5M | Sell |
146,055
-28,562
| -16% | -$2.25M | 0.03% | 41 |
|
|
2022
Q1 | $15.3M | Sell |
174,617
-7,524
| -4% | -$661K | 0.03% | 48 |
|
|
2021
Q4 | $18.9M | Buy |
182,141
+36,745
| +25% | +$3.8M | 0.03% | 49 |
|
|
2021
Q3 | $13.4M | Buy |
145,396
+10,714
| +8% | +$987K | 0.02% | 50 |
|
|
2021
Q2 | $11M | Buy |
134,682
+8,401
| +7% | +$687K | 0.02% | 54 |
|
|
2021
Q1 | $8.4M | Buy |
126,281
+21,946
| +21% | +$1.46M | 0.02% | 52 |
|
|
2020
Q4 | $7.01M | Buy |
104,335
+25,390
| +32% | +$1.71M | 0.02% | 53 |
|
|
2020
Q3 | $4.66M | Buy |
78,945
+34,244
| +77% | +$2.02M | 0.01% | 52 |
|
|
2020
Q2 | $2.49M | Buy |
+44,701
| New | +$2.49M | 0.01% | 57 |
|