Washington Trust Advisors’s Houlihan Lokey HLI Stock Holding History

Washington Trust Advisors’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
2026 Q1	$4.05K	Sell	28 -3	-10%	-$494	﹤0.01%	544
2025 Q4	$5.36K	Sell	31 -60	-66%	-$11K	﹤0.01%	544
2025 Q3	$18.7K	Hold	91	–	–	﹤0.01%	448
2025 Q2	$16.4K	Sell	91 -4	-4%	-$672	﹤0.01%	416
2025 Q1	$15.4K	Buy	95 +3	+3%	+$515	﹤0.01%	423
2024 Q4	$16K	Sell	92 -13	-12%	-$2.29K	﹤0.01%	426
2024 Q3	$16.5K	Hold	105	–	–	﹤0.01%	423
2024 Q2	$14.1K	Hold	105	–	–	﹤0.01%	426
2024 Q1	$13.4K	Sell	105 -16	-13%	-$1.98K	﹤0.01%	444
2023 Q4	$14.5K	Sell	121 -38	-24%	-$4.12K	﹤0.01%	431
2023 Q3	$17K	Hold	159	–	–	﹤0.01%	408
2023 Q2	$15.6K	Hold	159	–	–	﹤0.01%	409
2023 Q1	$13.9K	Buy	159 +19	+14%	+$1.79K	﹤0.01%	461
2022 Q4	$12.2K	Sell	140 -139	-50%	-$12.5K	﹤0.01%	477
2022 Q3	$21K	Hold	279	–	–	﹤0.01%	510
2022 Q2	$22K	Hold	279	–	–	﹤0.01%	527
2022 Q1	$24K	Hold	279	–	–	﹤0.01%	569
2021 Q4	$29K	Buy	+279	New	+$29.8K	﹤0.01%	567

Other funds holding HLI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return