TPM
HLI icon

Triasima Portfolio Management’s Houlihan Lokey HLI Stock Holding History

Triasima Portfolio Management’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
Q4 		– Sell
-26,795
Closed -$5.5M – 154
2025
Q3 		$5.5M Buy
26,795
+5,295
+25% +$1.04M 0.83% 38
2025
Q2 		$3.87M Sell
21,500
-1,156
-5% -$194K 0.71% 51
2025
Q1 		$3.66M Hold
22,656
– – 0.72% 47
2024
Q4 		$3.93M Buy
22,656
+8,704
+62% +$1.53M 0.76% 42
2024
Q3 		$2.2M Buy
13,952
+450
+3% +$67.2K 0.5% 62
2024
Q2 		$1.82M Hold
13,502
– – 0.17% 83
2024
Q1 		$1.73M Buy
13,502
+11,584
+604% +$1.43M 0.15% 94
2023
Q4 		$230K Buy
+1,918
New +$208K 0.02% 125
2022
Q2 		– Sell
-50,535
Closed -$4.44M – 154
2022
Q1 		$4.44M Buy
50,535
+7,255
+17% +$747K 0.21% 53
2021
Q4 		$4.48M Sell
43,280
-4,760
-10% -$508K 0.22% 53
2021
Q3 		$4.42M Hold
48,040
– – 0.24% 53
2021
Q2 		$3.93M Sell
48,040
-10,250
-18% -$742K 0.19% 57
2021
Q1 		$3.88M Buy
58,290
+30,510
+110% +$2.06M 0.2% 56
2020
Q4 		$1.87M Buy
+27,780
New +$1.8M 0.11% 81

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return