Number of Shares
826,004.00
Current Holdings Value*
$133.40 Mil
% of Portfolio
5.07%
Total Estimate Gain
$96.66 Mil
% of Total Estimate Gain
148.02%

Virtus KAR Mid-Cap Core Fund's Houlihan Lokey Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 826,004.00 shares of Houlihan Lokey Inc(HLI), totaling $133.40 Mil. This investment constitutes 5.07% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.18% of the outstanding Houlihan Lokey Inc(HLI) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Mid-Cap Core Fund has made 18 purchases of HLI, at an average price of $77.54, for a total of 842,119.00 shares. In addition, there have been 1 sales at an average price of $81.03 for 16,115.00 shares. Based on historical transaction data and HLI's current price of $194.50, Virtus KAR Mid-Cap Core Fund's estimated gain on his HLI holdings is $96.66 Mil, reflecting a 148.02% gain to date.

Virtus KAR Mid-Cap Core Fund HLI ($194.50) Holding Chart

Virtus KAR Mid-Cap Core Fund HLI ($194.50) 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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