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Advisor Group’s Hamilton Lane HLNE Stock Holding History

Advisor Group’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$129K Buy
2,158
+399
+23% +$23K ﹤0.01% 2742
2019
Q3 		$100K Buy
1,759
+626
+55% +$36.8K ﹤0.01% 2882
2019
Q2 		$65K Buy
1,133
+966
+578% +$48.5K ﹤0.01% 3186
2019
Q1 		$7K Sell
167
-117
-41% -$4.82K ﹤0.01% 4523
2018
Q4 		$11K Sell
284
-9
-3% -$337 ﹤0.01% 4145
2018
Q3 		$13K Buy
293
+254
+651% +$12.2K ﹤0.01% 4126
2018
Q2 		$2K Sell
39
-7
-15% -$308 ﹤0.01% 4675
2018
Q1 		$2K Sell
46
-748
-94% -$27.5K ﹤0.01% 4686
2017
Q4 		$28K Buy
794
+173
+28% +$5.33K ﹤0.01% 3481
2017
Q3 		$17K Buy
+621
New +$14.3K ﹤0.01% 3646

Other funds holding HLNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's HLNE Position: Q4 2019 in Review

Advisor Group increased its Hamilton Lane (HLNE) stake by 23% in Q4 2019, buying an estimated $23K and bringing the position to 2,158 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Advisor Group first reported a position in HLNE in Q3 2017 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold HLNE as of Q4 2019.

  • Advisor Group held 2,158 shares of Hamilton Lane worth $129K as of Q4 2019.
  • Advisor Group bought 399 Hamilton Lane shares in Q4 2019, an estimated $23K.
  • Hamilton Lane made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2742 holding.
  • Advisor Group first reported a position in Hamilton Lane in Q3 2017 and has held it in 10 quarters since.
  • 113 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.