Waddell & Reed Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-749,768
| Closed | -$50.4M | – | 487 |
|
|
2020
Q4 | $50.4M | Sell |
749,768
-175,246
| -19% | -$11.8M | 0.11% | 225 |
|
|
2020
Q3 | $54.6M | Sell |
925,014
-131,509
| -12% | -$7.77M | 0.13% | 187 |
|
|
2020
Q2 | $58.8M | Buy |
1,056,523
+67,661
| +7% | +$3.76M | 0.15% | 168 |
|
|
2020
Q1 | $51.5M | Buy |
988,862
+665,544
| +206% | +$34.7M | 0.17% | 155 |
|
|
2019
Q4 | $15.8M | Buy |
+323,318
| New | +$15.8M | 0.04% | 364 |
|