Wolverine Trading
HLI icon

Wolverine Trading’s Houlihan Lokey HLI Stock Holding History

Wolverine Trading’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
Q3 		– Hold
0
– – – 6188
2025
Q1 		– Sell
-1,552
Closed -$270K – 5494
2024
Q4 		$270K Buy
+1,552
New +$273K 0.01% 4149
2022
Q1 		– Sell
-1,968
Closed -$203K – 6120
2021
Q4 		$203K Buy
+1,968
New +$210K ﹤0.01% 4690
2020
Q1 		– Hold
0
– – – 5087
2019
Q4 		– Hold
0
– – – 5033
2018
Q1 		– Hold
0
– – – 5577
2017
Q4 		– Hold
0
– – – 5305

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EARNEST Partners
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State Street
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Fidelity Investments
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return