Back to HLI
Blue Trust, Inc. HLI Position History
Houlihan Lokey, Inc. • Financial Services
Quarters held
8
Latest value
$559K
Q3 2026
Peak value
$650K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22K |
| Q4 2025 | $650K |
| Q1 2026 | $22K |
| Q1 2026 | $555K |
| Q2 2026 | $15K |
| Q2 2026 | $512K |
| Q3 2026 | $16K |
| Q3 2026 | $559K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $559K | 4.4K | — | — |
| Q3 2026 | $16K | 125 | — | — |
| Q2 2026 | $512K | 3.8K | — | — |
| Q2 2026 | $15K | 109 | — | — |
| Q1 2026 | $555K | 3.9K | — | — |
| Q1 2026 | $22K | 151 | — | — |
| Q4 2025 | $650K | 3.7K | — | — |
| Q4 2025 | $22K | 124 | — | — |
Other funds holding HLI
$380.8M
$243.2M
$234.7M
$234.7M
$227.7M
$152.4M
$150.5M
$142.4M