Current Value of Holding

$21.5 Million

Shares

161 Thousand

% of Portfolio

0.19%

Average Buy Price

$37.1

Avg closing price
Price range

31 Chuck Royce Houlihan Lokey Trades

Chuck Royce acquired 161 Thousand Houlihan Lokey shares worth $21.5 Million. That's 0.19% of their equity portfolio (143rd largest holding). The first Houlihan Lokey trade was made in Q3 2016. Since then Chuck Royce bought shares eleven more times and sold shares on nineteen occasions. The stake costed the investor $5.96 Million, netting the investor a gain of 261% so far.

Avg closing price
Price range
Sold 23.1% shares (-48.1 Thousand shares) Q1 2024
Avg closing price $123.71
Price range $114.14 - $131.85
Sold 21.6% shares (-57.5 Thousand shares) Q4 2023
Avg closing price $108.42
Price range $96.94 - $122.19
Increased shares by 12.6% (+29.7 Thousand shares) Q3 2023
Avg closing price $103.11
Price range $94.84 - $110.06
Sold 3.7% shares (-9 Thousand shares) Q2 2023
Avg closing price $90.45
Price range $84.95 - $98.88
Increased shares by 14.3% (+30.7 Thousand shares) Q1 2023
Avg closing price $94.09
Price range $85.36 - $100.78
Increased shares by 23.2% (+40.4 Thousand shares) Q4 2022
Avg closing price $89.89
Price range $76.69 - $101.58
Sold 24.6% shares (-56.9 Thousand shares) Q3 2022
Avg closing price $81.03
Price range $75.03 - $88.87
Increased shares by 15.6% (+31.2 Thousand shares) Q2 2022
Avg closing price $83.61
Price range $76.53 - $89.40
Sold 4.4% shares (-9.28 Thousand shares) Q1 2022
Avg closing price $102.96
Price range $87.80 - $119.53
Sold 39.7% shares (-138 Thousand shares) Q4 2021
Avg closing price $106.77
Price range $93.45 - $118.96
Sold 33.6% shares (-176 Thousand shares) Q3 2021
Avg closing price $87.64
Price range $80.26 - $95.55
Sold 11.6% shares (-68.9 Thousand shares) Q2 2021
Avg closing price $72.40
Price range $65.35 - $81.79
Increased shares by 11.5% (+61 Thousand shares) Q1 2021
Avg closing price $67.48
Price range $63.56 - $72.24
Increased shares by 4.2% (+21.4 Thousand shares) Q4 2020
Avg closing price $64.82
Price range $59.42 - $70.10
Sold 26.6% shares (-184 Thousand shares) Q3 2020
Avg closing price $57.31
Price range $54.55 - $60.34
Sold 15.4% shares (-126 Thousand shares) Q2 2020
Avg closing price $58.27
Price range $53.41 - $64.39
Sold 13.4% shares (-127 Thousand shares) Q1 2020
Avg closing price $51.83
Price range $45.87 - $57.92
Sold 4.2% shares (-41.1 Thousand shares) Q4 2019
Avg closing price $47.19
Price range $43.05 - $49.12
Increased shares by 69.5% (+405 Thousand shares) Q3 2019
Avg closing price $44.28
Price range $41.93 - $46.82
Sold 28.5% shares (-233 Thousand shares) Q2 2019
Avg closing price $46.73
Price range $43.72 - $49.51

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