Pzena Investment Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,329
| Closed | -$368K | – | 158 |
|
2024
Q3 | $368K | Sell |
2,329
-1,134
| -33% | -$179K | ﹤0.01% | 147 |
|
2024
Q2 | $467K | Buy |
3,463
+1,564
| +82% | +$211K | ﹤0.01% | 145 |
|
2024
Q1 | $243K | Buy |
+1,899
| New | +$243K | ﹤0.01% | 156 |
|
2023
Q1 | – | Sell |
-2,561
| Closed | -$223K | – | 169 |
|
2022
Q4 | $223K | Buy |
+2,561
| New | +$223K | ﹤0.01% | 172 |
|