Wolverine Trading
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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
2022
Q1 		– Sell
-4,500
Closed -$465K – 5815
2021
Q4 		$465K Buy
+4,500
New +$480K ﹤0.01% 3557
2020
Q1 		– Sell
-17,100
Closed -$840K – 4885
2019
Q4 		$840K Buy
+17,100
New +$807K ﹤0.01% 2579

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wolverine Trading's HLI Position: Q1 2025 in Review

Wolverine Trading sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 1,552 shares — an estimated $270K sold.

Wolverine Trading first reported a position in HLI in Q4 2021 and held it in 2 quarters. The position peaked at $270K in Q4 2024. 524 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • Wolverine Trading reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • Wolverine Trading sold 1,552 Houlihan Lokey shares in Q1 2025, an estimated $270K.
  • Wolverine Trading first reported a position in Houlihan Lokey in Q4 2021 and held it in 2 quarters.
  • Wolverine Trading's Houlihan Lokey position peaked at $270K in Q4 2024.
  • 524 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on Wolverine Trading's 13F filing for Q1 2025, filed 15 May 2025.