Number of Shares
30,795.00
Current Holdings Value*
$4.97 Mil
% of Portfolio
2.52%
Total Estimate Gain
$2.83 Mil
% of Total Estimate Gain
53.22%

Eventide Balanced Fund's Houlihan Lokey Inc Holding Summary

As of 2025-03-31, Eventide Balanced Fund held 30,795.00 shares of Houlihan Lokey Inc(HLI), totaling $4.97 Mil. This investment constitutes 2.52% of their stock portfolio, and Eventide Balanced Fund now holds 0.04% of the outstanding Houlihan Lokey Inc(HLI) stock.

The initial trade took place in 2023Q4. And since then Eventide Balanced Fund has made 2 purchases of HLI, at an average price of $112.89, for a total of 47,070.00 shares. In addition, there have been 1 sales at an average price of $149.39 for 16,275.00 shares. Based on historical transaction data and HLI's current price of $185.42, Eventide Balanced Fund's estimated gain on his HLI holdings is $2.83 Mil, reflecting a 53.22% gain to date.

Eventide Balanced Fund HLI ($185.42) Holding Chart

Eventide Balanced Fund HLI ($185.42) 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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