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Bell Investment Advisors’s Hamilton Lane HLNE Stock Holding History

Bell Investment Advisors’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
2023
Q2 		– Sell
-6
Closed -$444 – 1950
2023
Q1 		$444 Sell
6
-1
-14% -$74 ﹤0.01% 1871
2022
Q4 		$447 Buy
+7
New +$466 ﹤0.01% 1885
2022
Q3 		– Sell
-8
Closed -$1K – 1817
2022
Q2 		$1K Buy
+8
New +$551 ﹤0.01% 1455
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1462
2021
Q3 		$1K Buy
+6
New +$537 ﹤0.01% 1406

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Bell Investment Advisors's HLNE Position: Q2 2023 in Review

Bell Investment Advisors sold out of Hamilton Lane (HLNE) in Q2 2023, closing a stake of 6 shares — an estimated $444 sold.

Bell Investment Advisors first reported a position in HLNE in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 201 funds tracked by Wall St. Rank hold HLNE as of Q2 2023.

  • Bell Investment Advisors reported no remaining Hamilton Lane position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 6 Hamilton Lane shares in Q2 2023, an estimated $444.
  • Bell Investment Advisors first reported a position in Hamilton Lane in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Hamilton Lane position peaked at $1K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.