Bartlett & Co’s Hamilton Lane HLNE Stock Holding History

Bartlett & Co’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	-$1K	–	601
2021 Q3	$1K	Buy	+17	New	+$1.52K	﹤0.01%	908

Other funds holding HLNE

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Bartlett & Co sold out of Hamilton Lane (HLNE) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

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

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

Based on Bartlett & Co's 13F filing for Q4 2021, filed 8 Mar 2022.