James Small Cap Fund HLI Holdings History
James Small Cap Fund's Houlihan Lokey Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 6,300.00 shares of Houlihan Lokey Inc(HLI), totaling $1.02 Mil. This investment constitutes 2.15% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0.01% of the outstanding Houlihan Lokey Inc(HLI) stock.
The initial trade took place in 2022Q1. And since then James Small Cap Fund has made 1 purchases of HLI, at an average price of $97.39, for a total of 6,300.00 shares. Based on historical transaction data and HLI's current price of $196.17, James Small Cap Fund's estimated gain on his HLI holdings is $622,311.00, reflecting a 101.43% gain to date.
James Small Cap Fund HLI ($196.17) Holding Chart
James Small Cap Fund HLI ($196.17) 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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