Virtus KAR Small-Cap Value Fund HLI Holdings History
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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
