WhitTier Trust Company’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.58M | Buy |
39,625
+1,525
| +4% | +$251K | 0.11% | 145 |
|
|
2025
Q4 | $7.05M | Buy |
38,100
+353
| +0.9% | +$64.8K | 0.15% | 126 |
|
|
2025
Q3 | $7.6M | Buy |
37,747
+174
| +0.5% | +$34.1K | 0.16% | 118 |
|
|
2025
Q2 | $6.76M | Buy |
37,573
+1,175
| +3% | +$197K | 0.15% | 130 |
|
|
2025
Q1 | $5.88M | Buy |
36,398
+1,655
| +5% | +$284K | 0.15% | 134 |
|
|
2024
Q4 | $6.03M | Buy |
34,743
+1,478
| +4% | +$260K | 0.15% | 132 |
|
|
2024
Q3 | $5.26M | Buy |
33,265
+1,394
| +4% | +$208K | 0.14% | 139 |
|
|
2024
Q2 | $4.3M | Buy |
31,871
+1,185
| +4% | +$155K | 0.12% | 151 |
|
|
2024
Q1 | $3.93M | Buy |
30,686
+1,516
| +5% | +$188K | 0.11% | 165 |
|
|
2023
Q4 | $3.5M | Buy |
29,170
+1,408
| +5% | +$153K | 0.11% | 164 |
|
|
2023
Q3 | $2.97M | Buy |
27,762
+542
| +2% | +$55.9K | 0.11% | 167 |
|
|
2023
Q2 | $2.68M | Buy |
27,220
+13,527
| +99% | +$1.22M | 0.09% | 178 |
|
|
2023
Q1 | $1.2M | Buy |
13,693
+690
| +5% | +$64.9K | 0.04% | 255 |
|
|
2022
Q4 | $1.13M | Sell |
13,003
-576
| -4% | -$51.8K | 0.04% | 262 |
|
|
2022
Q3 | $1.02M | Buy |
13,579
+1,009
| +8% | +$81.8K | 0.04% | 268 |
|
|
2022
Q2 | $992K | Buy |
12,570
+1,039
| +9% | +$86.9K | 0.04% | 274 |
|
|
2022
Q1 | $1.01M | Buy |
11,531
+1,866
| +19% | +$192K | 0.04% | 285 |
|
|
2021
Q4 | $1M | Buy |
9,665
+1,009
| +12% | +$108K | 0.04% | 277 |
|
|
2021
Q3 | $797K | Buy |
8,656
+376
| +5% | +$33K | 0.03% | 292 |
|
|
2021
Q2 | $678K | Buy |
8,280
+158
| +2% | +$11.4K | 0.03% | 309 |
|
|
2021
Q1 | $540K | Buy |
8,122
+812
| +11% | +$54.8K | 0.02% | 318 |
|
|
2020
Q4 | $491K | Buy |
7,310
+675
| +10% | +$43.8K | 0.02% | 316 |
|
|
2020
Q3 | $392K | Buy |
6,635
+400
| +6% | +$22.9K | 0.02% | 326 |
|
|
2020
Q2 | $347K | Buy |
+6,235
| New | +$363K | 0.02% | 332 |
|
Other funds holding HLI
VPM
VCM
