Belpointe Asset Management’s Hamilton Lane HLNE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-500	Closed	-$37K	–	1762
2023 Q1	$37K	Hold	500	–	–	﹤0.01%	1892
2022 Q4	$31.9K	Buy	+500	New	+$33.3K	﹤0.01%	1868

Other funds holding HLNE

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

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

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

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

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

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

Belpointe Asset Management's HLNE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Hamilton Lane (HLNE) in Q2 2023, closing a stake of 500 shares — an estimated $37K sold.

Belpointe Asset Management first reported a position in HLNE in Q4 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2023. 201 funds tracked by Wall St. Rank hold HLNE as of Q2 2023.

Belpointe Asset Management reported no remaining Hamilton Lane position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 500 Hamilton Lane shares in Q2 2023, an estimated $37K.
Belpointe Asset Management first reported a position in Hamilton Lane in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Hamilton Lane position peaked at $37K in Q1 2023.
201 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.