State Street’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352M | Sell |
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|
2025
Q2 | $309M | Sell |
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|
2025
Q1 | $280M | Buy |
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|
2024
Q4 | $295M | Buy |
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|
2024
Q3 | $255M | Buy |
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|
2024
Q2 | $215M | Sell |
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|
2024
Q1 | $205M | Buy |
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|
2023
Q4 | $181M | Buy |
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|
2023
Q3 | $93.8M | Buy |
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|
2023
Q2 | $83.3M | Sell |
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|
2023
Q1 | $97.8M | Buy |
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|
2022
Q4 | $93M | Sell |
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|
2022
Q3 | $81.5M | Sell |
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|
2022
Q2 | $85.4M | Sell |
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|
2022
Q1 | $97.2M | Sell |
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|
2021
Q4 | $116M | Buy |
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|
2021
Q3 | $98.3M | Sell |
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|
2021
Q2 | $88.6M | Buy |
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|
2021
Q1 | $69.9M | Sell |
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|
2020
Q4 | $72.6M | Buy |
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|
2020
Q3 | $59.8M | Buy |
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|
2020
Q2 | $52.9M | Buy |
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|
2020
Q1 | $47.3M | Buy |
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|
2019
Q4 | $42.1M | Buy |
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|
2019
Q3 | $37.1M | Buy |
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|
2019
Q2 | $32.9M | Buy |
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|
2019
Q1 | $33.3M | Sell |
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|
2018
Q4 | $26.8M | Buy |
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|
2018
Q3 | $31.6M | Buy |
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|
2018
Q2 | $31.5M | Buy |
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|
2018
Q1 | $24.8M | Sell |
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|
2017
Q4 | $25.5M | Buy |
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|
2017
Q3 | $17.2M | Buy |
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|
2017
Q2 | $14.7M | Buy |
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|
2017
Q1 | $10.8M | Buy |
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|
2016
Q4 | $5.77M | Buy |
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|
2016
Q3 | $4.25M | Buy |
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|
2016
Q2 | $3.69M | Sell |
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|
2016
Q1 | $4.16M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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|
2015
Q3 | $2.79M | Buy |
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