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Sherbrooke Park Advisers’s Houlihan Lokey HLI Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-2,852
Closed -$513K – 614
2025
Q2 		$513K Buy
+2,852
New +$479K 0.22% 164
2025
Q1 		– Sell
-1,205
Closed -$209K – 746
2024
Q4 		$209K Buy
+1,205
New +$212K 0.07% 570

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 $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Sherbrooke Park Advisers's HLI Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 2,852 shares — an estimated $513K sold.

Sherbrooke Park Advisers first reported a position in HLI in Q4 2024 and held it in 2 quarters. The position peaked at $513K in Q2 2025. 551 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 2,852 Houlihan Lokey shares in Q3 2025, an estimated $513K.
  • Sherbrooke Park Advisers first reported a position in Houlihan Lokey in Q4 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Houlihan Lokey position peaked at $513K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.