Aperio Group’s Hamilton Lane HLNE Stock Holding History

Aperio 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 Q3	–	Sell	-84	Closed	-$5K	–	2508
2019 Q2	$5K	Buy	+84	New	+$4.22K	﹤0.01%	2856

Other funds holding HLNE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's HLNE Position: Q3 2019 in Review

Aperio Group sold out of Hamilton Lane (HLNE) in Q3 2019, closing a stake of 84 shares — an estimated $5K sold.

Aperio Group first reported a position in HLNE in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 122 funds tracked by Wall St. Rank hold HLNE as of Q3 2019.

Aperio Group reported no remaining Hamilton Lane position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 84 Hamilton Lane shares in Q3 2019, an estimated $5K.
Aperio Group first reported a position in Hamilton Lane in Q2 2019 and held it in 1 quarter.
Aperio Group's Hamilton Lane position peaked at $5K in Q2 2019.
122 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.