Ancora Dividend Value Equity Fund HLI Holdings History
Ancora Dividend Value Equity Fund's Houlihan Lokey Inc Holding Summary
As of 2025-03-31, ANCORA TRUST held 10,556.00 shares of Houlihan Lokey Inc(HLI), totaling $1.70 Mil. This investment constitutes 4.07% of their stock portfolio, and ANCORA TRUST now holds 0.02% of the outstanding Houlihan Lokey Inc(HLI) stock.
The initial trade took place in 2020Q3. And since then Ancora Dividend Value Equity Fund has made 3 purchases of HLI, at an average price of $64.04, for a total of 10,556.00 shares. Based on historical transaction data and HLI's current price of $196.18, Ancora Dividend Value Equity Fund's estimated gain on his HLI holdings is $1.39 Mil, reflecting a 206.35% gain to date.
Ancora Dividend Value Equity Fund HLI ($196.18) Holding Chart
Ancora Dividend Value Equity Fund HLI ($196.18) 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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