Number of Shares
243,050.00
Current Holdings Value*
$39.25 Mil
% of Portfolio
5.32%
Total Estimate Gain
$64.37 Mil
% of Total Estimate Gain
169.02%

Virtus KAR Small-Cap Value Fund's Houlihan Lokey Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 243,050.00 shares of Houlihan Lokey Inc(HLI), totaling $39.25 Mil. This investment constitutes 5.32% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.35% of the outstanding Houlihan Lokey Inc(HLI) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Small-Cap Value Fund has made 4 purchases of HLI, at an average price of $50.44, for a total of 755,090.00 shares. In addition, there have been 14 sales at an average price of $110.30 for 512,040.00 shares. Based on historical transaction data and HLI's current price of $189.18, Virtus KAR Small-Cap Value Fund's estimated gain on his HLI holdings is $64.37 Mil, reflecting a 169.02% gain to date.

Virtus KAR Small-Cap Value Fund HLI ($189.18) Holding Chart

Virtus KAR Small-Cap Value Fund HLI ($189.18) 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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