Smith Group Asset Management’s Houlihan Lokey HLI Stock Holding History

Smith Group Asset Management’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$897K	Sell
2025 Q3	$1.45M	Sell
2025 Q2	$1.32M	Buy
2025 Q1	$699K	Buy
2018 Q3	–	Sell
2018 Q2	$2.02M	Sell
2018 Q1	$2.15M	Sell
2017 Q4	$4.04M	Sell
2017 Q3	$3.49M	Buy