Number of Shares
203,814.00
Current Holdings Value*
$32.46 Mil
% of Portfolio
4.26%
Total Estimate Gain
$15.83 Mil
% of Total Estimate Gain
66.06%

BARLOW WEALTH PARTNERS, INC.'s Houlihan Lokey Inc Holding Summary

As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 203,814.00 shares of Houlihan Lokey Inc(HLI), totaling $32.46 Mil. This investment constitutes 4.26% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0.29% of the outstanding Houlihan Lokey Inc(HLI) stock.

The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 5 purchases of HLI, at an average price of $117.59, for a total of 203,814.00 shares. Based on historical transaction data and HLI's current price of $195.27, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his HLI holdings is $15.83 Mil, reflecting a 66.06% gain to date.

BARLOW WEALTH PARTNERS, INC. HLI ($195.27) Holding Chart

BARLOW WEALTH PARTNERS, INC. HLI ($195.27) 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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