AIP
HLNE icon

Almanack Investment Partners’s Hamilton Lane HLNE Stock Holding History

Almanack Investment Partners’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
2020
Q4 		– Sell
-4,100
Closed -$306K – 423
2020
Q3 		$306K Hold
4,100
– – 0.04% 292
2020
Q2 		$277K Buy
+4,100
New +$258K 0.05% 193

Other funds holding HLNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Almanack Investment Partners's HLNE Position: Q4 2020 in Review

Almanack Investment Partners sold out of Hamilton Lane (HLNE) in Q4 2020, closing a stake of 4,100 shares — an estimated $306K sold.

Almanack Investment Partners first reported a position in HLNE in Q2 2020 and held it in 2 quarters. The position peaked at $306K in Q3 2020. 154 funds tracked by Wall St. Rank hold HLNE as of Q4 2020.

  • Almanack Investment Partners reported no remaining Hamilton Lane position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 4,100 Hamilton Lane shares in Q4 2020, an estimated $306K.
  • Almanack Investment Partners first reported a position in Hamilton Lane in Q2 2020 and held it in 2 quarters.
  • Almanack Investment Partners's Hamilton Lane position peaked at $306K in Q3 2020.
  • 154 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.