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Seven Eight Capital’s Houlihan Lokey HLI Stock Holding History

Seven Eight Capital’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
2024
Q4 		– Sell
-5,974
Closed -$944K – 272
2024
Q3 		$944K Buy
+5,974
New +$892K 0.08% 418
2021
Q3 		– Sell
-4,100
Closed -$335K – 628
2021
Q2 		$335K Buy
+4,100
New +$297K 0.05% 485

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Seven Eight Capital's HLI Position: Q4 2024 in Review

Seven Eight Capital sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 5,974 shares — an estimated $944K sold.

Seven Eight Capital first reported a position in HLI in Q2 2021 and held it in 2 quarters. The position peaked at $944K in Q3 2024. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Seven Eight Capital reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 5,974 Houlihan Lokey shares in Q4 2024, an estimated $944K.
  • Seven Eight Capital first reported a position in Houlihan Lokey in Q2 2021 and held it in 2 quarters.
  • Seven Eight Capital's Houlihan Lokey position peaked at $944K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.