Polen U.S. Small Company Growth Fund HLI Holdings History
Polen U.S. Small Company Growth Fund's Houlihan Lokey Inc Holding Summary
As of 2025-04-30, Polen U.S. Small Company Growth Fund held 8,525.00 shares of Houlihan Lokey Inc(HLI), totaling $1.38 Mil. This investment constitutes 4.16% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.01% of the outstanding Houlihan Lokey Inc(HLI) stock.
The initial trade took place in 2021Q4. And since then Polen U.S. Small Company Growth Fund has made 2 purchases of HLI, at an average price of $96.70, for a total of 87,142.00 shares. In addition, there have been 13 sales at an average price of $109.96 for 78,617.00 shares. Based on historical transaction data and HLI's current price of $197.37, Polen U.S. Small Company Growth Fund's estimated gain on his HLI holdings is $1.90 Mil, reflecting a 22.55% gain to date.
Polen U.S. Small Company Growth Fund HLI ($197.37) Holding Chart
Polen U.S. Small Company Growth Fund HLI ($197.37) 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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