Current Value of Holding

$16.1 Million

Shares

127 Thousand

% of Portfolio

0.04%

Average Buy Price

$72.9

Avg closing price
Price range

15 Polen Capital Houlihan Lokey Trades

Polen Capital acquired 127 Thousand Houlihan Lokey shares worth $16.1 Million. That's 0.04% of their equity portfolio (41st largest holding). The first Houlihan Lokey trade was made in Q2 2020. Since then Polen Capital bought shares seven more times and sold shares on seven occasions. The stake costed the investor $9.28 Million, netting the investor a gain of 74% so far.

Avg closing price
Price range
Sold 1.3% shares (-1.67 Thousand shares) Q4 2023
Avg closing price $108.42
Price range $96.94 - $122.19
Sold 1.5% shares (-1.93 Thousand shares) Q3 2023
Avg closing price $103.11
Price range $94.84 - $110.06
Sold 4.9% shares (-6.69 Thousand shares) Q2 2023
Avg closing price $90.45
Price range $84.95 - $98.88
Sold 2.6% shares (-3.68 Thousand shares) Q1 2023
Avg closing price $94.09
Price range $85.36 - $100.78
Sold 11.8% shares (-18.8 Thousand shares) Q4 2022
Avg closing price $89.89
Price range $76.69 - $101.58
Increased shares by 9.6% (+14 Thousand shares) Q3 2022
Avg closing price $81.03
Price range $75.03 - $88.87
Sold 16.4% shares (-28.6 Thousand shares) Q2 2022
Avg closing price $83.61
Price range $76.53 - $89.40
Sold 4.1% shares (-7.52 Thousand shares) Q1 2022
Avg closing price $102.96
Price range $87.80 - $119.53
Increased shares by 25.3% (+36.7 Thousand shares) Q4 2021
Avg closing price $106.77
Price range $93.45 - $118.96
Increased shares by 8.0% (+10.7 Thousand shares) Q3 2021
Avg closing price $87.64
Price range $80.26 - $95.55
Increased shares by 6.7% (+8.4 Thousand shares) Q2 2021
Avg closing price $72.40
Price range $65.35 - $81.79
Increased shares by 21.0% (+21.9 Thousand shares) Q1 2021
Avg closing price $67.48
Price range $63.56 - $72.24
Increased shares by 32.2% (+25.4 Thousand shares) Q4 2020
Avg closing price $64.82
Price range $59.42 - $70.10
Increased shares by 76.6% (+34.2 Thousand shares) Q3 2020
Avg closing price $57.31
Price range $54.55 - $60.34
New holding (+44.7 Thousand shares) Q2 2020
Avg closing price $58.27
Price range $53.41 - $64.39

News about Houlihan Lokey Inc - Ordinary Shares - Class A and Polen Capital

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