SGAM
Smith Group Asset Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
7,320
+2,990
| +69% | +$538K | 0.09% | 80 |
|
|
2025
Q1 | $699K | Buy |
+4,330
| New | +$699K | 0.05% | 110 |
|
|
2018
Q3 | – | Sell |
-39,370
| Closed | -$2.02M | – | 438 |
|
|
2018
Q2 | $2.02M | Sell |
39,370
-8,750
| -18% | -$448K | 0.06% | 133 |
|
|
2018
Q1 | $2.15M | Sell |
48,120
-40,700
| -46% | -$1.82M | 0.07% | 124 |
|
|
2017
Q4 | $4.04M | Sell |
88,820
-360
| -0.4% | -$16.4K | 0.13% | 109 |
|
|
2017
Q3 | $3.49M | Buy |
+89,180
| New | +$3.49M | 0.12% | 122 |
|