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Summit Securities Group’s Houlihan Lokey HLI Stock Holding History

Summit Securities Group’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
-100
Closed -$17.4K – 924
2024
Q4 		$17.4K Buy
+100
New +$17.6K ﹤0.01% 397
2022
Q3 		– Sell
-1
Closed – – 1030
2022
Q2 		$0 Buy
+1
New +$84 ﹤0.01% 1072

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 $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Summit Securities Group's HLI Position: Q1 2025 in Review

Summit Securities Group sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 100 shares — an estimated $17.4K sold.

Summit Securities Group first reported a position in HLI in Q2 2022 and held it in 2 quarters. The position peaked at $17.4K in Q4 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Summit Securities Group reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 100 Houlihan Lokey shares in Q1 2025, an estimated $17.4K.
  • Summit Securities Group first reported a position in Houlihan Lokey in Q2 2022 and held it in 2 quarters.
  • Summit Securities Group's Houlihan Lokey position peaked at $17.4K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.