Number of Shares
59,050.00
Current Holdings Value*
$9.54 Mil
% of Portfolio
1.62%
Total Estimate Gain
$12.20 Mil
% of Total Estimate Gain
170.12%

AMG GW&K Small Cap Core Fund's Houlihan Lokey Inc Holding Summary

As of 2025-03-31, AMG FUNDS held 59,050.00 shares of Houlihan Lokey Inc(HLI), totaling $9.54 Mil. This investment constitutes 1.62% of their stock portfolio, and AMG FUNDS now holds 0.08% of the outstanding Houlihan Lokey Inc(HLI) stock.

The initial trade took place in 2019Q3. And since then AMG GW&K Small Cap Core Fund has made 8 purchases of HLI, at an average price of $54.84, for a total of 130,757.00 shares. In addition, there have been 11 sales at an average price of $107.52 for 71,707.00 shares. Based on historical transaction data and HLI's current price of $197.43, AMG GW&K Small Cap Core Fund's estimated gain on his HLI holdings is $12.20 Mil, reflecting a 170.12% gain to date.

AMG GW&K Small Cap Core Fund HLI ($197.43) Holding Chart

AMG GW&K Small Cap Core Fund HLI ($197.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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