Current Value of Holding

$20.5 Million

Shares

162 Thousand

% of Portfolio

0.09%

Average Buy Price

$89.5

Avg closing price
Price range

8 Jeremy Grantham Houlihan Lokey Trades

Jeremy Grantham acquired 162 Thousand Houlihan Lokey shares worth $20.5 Million. That's 0.09% of their equity portfolio (161st largest holding). The first Houlihan Lokey trade was made in Q1 2018. Since then Jeremy Grantham bought shares four more times and sold shares on three occasions. The stake costed the investor $14.5 Million, netting the investor a gain of 42% so far.

Avg closing price
Price range
Sold 17.2% shares (-33.6 Thousand shares) Q4 2023
Avg closing price $108.42
Price range $96.94 - $122.19
Increased shares by 19.0% (+31.3 Thousand shares) Q3 2023
Avg closing price $103.11
Price range $94.84 - $110.06
Increased shares by 60.4% (+61.9 Thousand shares) Q1 2023
Avg closing price $94.09
Price range $85.36 - $100.78
Increased shares by 21.4% (+18.1 Thousand shares) Q4 2022
Avg closing price $89.89
Price range $76.69 - $101.58
New holding (+84.3 Thousand shares) Q3 2022
Avg closing price $81.03
Price range $75.03 - $88.87
Sold -9.7 Thousand shares Q3 2018
Avg closing price $48.45
Price range $44.93 - $52.89
Sold 30.7% shares (-4.3 Thousand shares) Q2 2018
Avg closing price $47.82
Price range $43.57 - $52.52
New holding (+14 Thousand shares) Q1 2018
Avg closing price $47.33
Price range $43.60 - $51.55

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