Houlihan Lokey Inc. (HLI)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 348 |
| % of all portfolios: | 0% |
| Hold Price * : | $158.03 |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▼ | |
| Q3 2024 | |||||
| ≡ | Polen Capital Management | Reduce 17.07% | 14,065 | 0.01 | |
| ≡ | First Eagle Investment Management | Buy | 4,247 | 0.00 | |
| Q2 2024 | |||||
| ≡ | Polen Capital Management | Reduce 8.49% | 7,646 | 0.00 | |
| Q1 2024 | |||||
| ≡ | Polen Capital Management | Reduce 29.28% | 37,276 | 0.01 | |
| Q4 2023 | |||||
| ≡ | Polen Capital Management | Reduce 1.29% | 1,669 | 0.00 | |
| Q3 2023 | |||||
| ≡ | Polen Capital Management | Reduce 1.47% | 1,925 | 0.00 | |
| Q2 2023 | |||||
| ≡ | Polen Capital Management | Reduce 4.86% | 6,689 | 0.00 | |
| Q1 2023 | |||||
| ≡ | Polen Capital Management | Reduce 2.61% | 3,682 | 0.00 | |
| Q4 2022 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Sell 100.00% | 67,724 | 0.51 | |
| ≡ | Polen Capital Management | Reduce 11.76% | 18,833 | 0.01 | |
| Q3 2022 | |||||
| ≡ | Polen Capital Management | Add 9.61% | 14,041 | 0.00 | |
| Q2 2022 | |||||
| ≡ | Polen Capital Management | Reduce 16.36% | 28,562 | 0.01 | |
| Q1 2022 | |||||
| ≡ | Polen Capital Management | Reduce 4.13% | 7,524 | 0.00 | |
| Q4 2021 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 62.97% | 115,148 | 0.85 | |
| ≡ | Polen Capital Management | Add 25.27% | 36,745 | 0.01 | |
| Q3 2021 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 27.28% | 68,617 | 0.47 | |
| ≡ | Polen Capital Management | Add 7.96% | 10,714 | 0.00 | |
| ≡ | First Eagle Investment Management | Sell 100.00% | 283 | 0.00 | |
| Q2 2021 | |||||
| ≡ | Polen Capital Management | Add 6.65% | 8,401 | 0.00 | |
| ≡ | First Eagle Investment Management | Buy | 283 | 0.00 | |
| Q1 2021 | |||||
| ≡ | Polen Capital Management | Add 21.03% | 21,946 | 0.00 | |
| Q4 2020 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 19.78% | 62,000 | 0.37 | |
| ≡ | Polen Capital Management | Add 32.16% | 25,390 | 0.00 | |
| Q3 2020 | |||||
| ≡ | Polen Capital Management | Add 76.61% | 34,244 | 0.00 | |
| Q2 2020 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 25.50% | 107,300 | 0.63 | |
| ≡ | Polen Capital Management | Buy | 44,701 | 0.01 | |
| Q1 2020 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 39.60% | 275,863 | 1.70 | |
| Q4 2019 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 3.10% | 22,300 | 0.08 | |
| Q2 2019 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 20.99% | 191,000 | 0.63 | |
| Q1 2019 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 7.38% | 72,500 | 0.25 | |
| Q4 2018 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Add 13.17% | 114,300 | 0.35 | |
| Q3 2018 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Reduce 9.75% | 93,800 | 0.27 | |
| Q1 2017 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Add 67.60% | 387,985 | 0.79 | |
| Q2 2016 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Add 7.68% | 40,937 | 0.06 | |
| Q1 2016 | |||||
| ≡ | John Rogers - Ariel Appreciation Fund | Buy | 533,030 | 0.78 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.