Houlihan Lokey Inc. (HLI)

Sector:Financials
Super Investor Stats:
Ownership count:1
Ownership rank:683
% of all portfolios:0.002%
History Portfolio Manager Activity Share change % change to portfolio
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
Polen Capital Management Reduce 11.76% 18,833 0.01
John Rogers - Ariel Appreciation Fund Sell 100.00% 67,724 0.51
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
Polen Capital Management Add 25.27% 36,745 0.01
John Rogers - Ariel Appreciation Fund Reduce 62.97% 115,148 0.85
Q3  2021
Polen Capital Management Add 7.96% 10,714 0.00
John Rogers - Ariel Appreciation Fund Reduce 27.28% 68,617 0.47
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
Polen Capital Management Add 32.16% 25,390 0.00
John Rogers - Ariel Appreciation Fund Reduce 19.78% 62,000 0.37
Q3  2020
Polen Capital Management Add 76.61% 34,244 0.00
Q2  2020
Polen Capital Management Buy 44,701 0.01
John Rogers - Ariel Appreciation Fund Reduce 25.50% 107,300 0.63
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.