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Prudential plc’s Houlihan Lokey HLI Stock Holding History

Prudential plc’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
Q1 		– Sell
-6,226
Closed -$1.08M – 714
2025
Q4 		$1.08M Buy
+6,226
New +$1.14M 0.01% 459
2023
Q1 		– Sell
-11,280
Closed -$983K – 884
2022
Q4 		$983K Sell
11,280
-772
-6% -$69.4K 0.01% 553
2022
Q3 		$908K Buy
12,052
+3,133
+35% +$254K 0.01% 428
2022
Q2 		$704K Buy
8,919
+288
+3% +$24.1K 0.01% 470
2022
Q1 		$758K Buy
8,631
+235
+3% +$24.2K 0.01% 478
2021
Q4 		$869K Sell
8,396
-270
-3% -$28.8K 0.01% 390
2021
Q3 		$798K Buy
+8,666
New +$759K 0.01% 357
2021
Q2 		– Sell
-134,250
Closed -$8.93M – 559
2021
Q1 		$8.93M Sell
134,250
-12,700
-9% -$857K 0.06% 247
2020
Q4 		$9.88M Sell
146,950
-4,601
-3% -$298K 0.05% 230
2020
Q3 		$8.95M Buy
151,551
+5,000
+3% +$287K 0.04% 222
2020
Q2 		$8.15M Sell
146,551
-25,450
-15% -$1.48M 0.04% 215
2020
Q1 		$8.96M Buy
+172,001
New +$8.92M 0.05% 223

Other funds holding HLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return