Van Hulzen Asset Management’s Houlihan Lokey HLI Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-107	Closed	-$18.6K	–	626
2024 Q4	$18.6K	Buy	+107	New	+$18.8K	﹤0.01%	688
2021 Q3	–	Sell	-3,498	Closed	-$286K	–	287
2021 Q2	$286K	Sell	3,498 -3,602	-51%	-$261K	0.04%	208
2021 Q1	$472K	Buy	7,100 +3,769	+113%	+$254K	0.08%	150
2020 Q4	$224K	Buy	+3,331	New	+$216K	0.03%	254

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

Van Hulzen Asset Management's HLI Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 107 shares — an estimated $18.6K sold.

Van Hulzen Asset Management first reported a position in HLI in Q4 2020 and held it in 4 quarters. The position peaked at $472K in Q1 2021. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

Van Hulzen Asset Management reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 107 Houlihan Lokey shares in Q1 2025, an estimated $18.6K.
Van Hulzen Asset Management first reported a position in Houlihan Lokey in Q4 2020 and held it in 4 quarters.
Van Hulzen Asset Management's Houlihan Lokey position peaked at $472K in Q1 2021.
526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.