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Bartlett & Co Wealth Management’s Hamilton Lane HLNE Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-17
Closed -$1.45K – 601
2021
Q3 		$1.45K Buy
+17
New +$1.52K ﹤0.01% 898

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bartlett & Co Wealth Management's HLNE Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Hamilton Lane (HLNE) in Q4 2021, closing a stake of 17 shares — an estimated $1.45K sold.

Bartlett & Co Wealth Management first reported a position in HLNE in Q3 2021 and held it in 1 quarter. The position peaked at $1.45K in Q3 2021. 216 funds tracked by Wall St. Rank hold HLNE as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Hamilton Lane position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 17 Hamilton Lane shares in Q4 2021, an estimated $1.45K.
  • Bartlett & Co Wealth Management first reported a position in Hamilton Lane in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Hamilton Lane position peaked at $1.45K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.