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Albion Financial Group’s Hamilton Lane HLNE Stock Holding History

Albion Financial 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
2026
Q1 		$2.88K Buy
29
+17
+142% +$2.09K ﹤0.01% 536
2025
Q4 		$1.61K Hold
12
– – ﹤0.01% 562
2025
Q3 		$1.62K Hold
12
– – ﹤0.01% 544
2025
Q2 		$1.71K Hold
12
– – ﹤0.01% 486
2025
Q1 		$1.78K Hold
12
– – ﹤0.01% 489
2024
Q4 		$1.78K Hold
12
– – ﹤0.01% 560
2024
Q3 		$2.02K Hold
12
– – ﹤0.01% 425
2024
Q2 		$1.48K Hold
12
– – ﹤0.01% 444
2024
Q1 		$1.35K Buy
+12
New +$1.35K ﹤0.01% 434
2022
Q3 		– Sell
-9
Closed -$1K – 494
2022
Q2 		$1K Hold
9
– – ﹤0.01% 471
2022
Q1 		$1K Sell
9
-9
-50% -$750 ﹤0.01% 534
2021
Q4 		$2K Buy
+18
New +$1.85K ﹤0.01% 520

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return