Wellington Management Group’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263M | Buy |
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|
2025
Q1 | $225M | Sell |
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|
2024
Q4 | $260M | Sell |
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|
2024
Q3 | $292M | Sell |
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|
2024
Q2 | $268M | Sell |
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|
2024
Q1 | $258M | Sell |
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|
2023
Q4 | $266M | Sell |
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|
2023
Q3 | $292M | Buy |
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|
2023
Q2 | $172M | Buy |
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|
2023
Q1 | $37.2M | Buy |
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|
2022
Q4 | $26.3M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $396K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $743K | Sell |
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|
2020
Q1 | $3.43M | Hold |
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|
2019
Q4 | $3.21M | Hold |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.89M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $631K | Sell |
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|
2018
Q1 | $1.1M | Buy |
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