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Washington Trust’s Houlihan Lokey HLI Stock Holding History

Washington Trust’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
Q2 		– Sell
-38
Closed -$6.18K – 449
2025
Q1 		$6.18K Sell
38
-10
-21% -$1.72K ﹤0.01% 636
2024
Q4 		$8.35K Sell
48
-7
-13% -$1.23K ﹤0.01% 680
2024
Q3 		$8.68K Buy
55
+3
+6% +$448 ﹤0.01% 675
2024
Q2 		$6.97K Hold
52
– – ﹤0.01% 695
2024
Q1 		$6.73K Sell
52
-1
-2% -$124 ﹤0.01% 704
2023
Q4 		$6.38K Buy
+53
New +$5.75K ﹤0.01% 680

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 $3.38T AUM 44.17% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Washington Trust's HLI Position: Q2 2025 in Review

Washington Trust sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 38 shares — an estimated $6.18K sold.

Washington Trust first reported a position in HLI in Q4 2023 and held it in 6 quarters. The position peaked at $8.68K in Q3 2024. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Washington Trust reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 38 Houlihan Lokey shares in Q2 2025, an estimated $6.18K.
  • Washington Trust first reported a position in Houlihan Lokey in Q4 2023 and held it in 6 quarters.
  • Washington Trust's Houlihan Lokey position peaked at $8.68K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.