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Principal Securities’s Houlihan Lokey HLI Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,107
Closed -$227K – 2296
2025
Q3 		$227K Sell
1,107
-5
-0.4% -$980 ﹤0.01% 1233
2025
Q2 		$200K Buy
1,112
+64
+6% +$10.8K ﹤0.01% 1237
2025
Q1 		$182K Hold
1,048
– – ﹤0.01% 1167
2024
Q4 		$182K Buy
1,048
+45
+4% +$7.92K ﹤0.01% 1167
2024
Q3 		$158K Buy
1,003
+114
+13% +$17K ﹤0.01% 1197
2024
Q2 		$120K Buy
889
+70
+9% +$9.16K ﹤0.01% 1244
2024
Q1 		$105K Buy
819
+131
+19% +$16.2K ﹤0.01% 1259
2023
Q4 		$82.5K Buy
+688
New +$74.6K ﹤0.01% 1253

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return