SteelPeak Wealth’s Houlihan Lokey HLI Stock Holding History

SteelPeak Wealth’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 Q1	–	Sell	-1,190	Closed	-$207K	–	622
2024 Q4	$207K	Buy	+1,190	New	+$210K	0.01%	483

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

SteelPeak Wealth's HLI Position: Q1 2025 in Review

SteelPeak Wealth sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 1,190 shares — an estimated $207K sold.

SteelPeak Wealth first reported a position in HLI in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

SteelPeak Wealth reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,190 Houlihan Lokey shares in Q1 2025, an estimated $207K.
SteelPeak Wealth first reported a position in Houlihan Lokey in Q4 2024 and held it in 1 quarter.
SteelPeak Wealth's Houlihan Lokey position peaked at $207K in Q4 2024.
526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.