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BerganKDV Wealth Management’s Hamilton Lane HLNE Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-38
Closed -$2.81K – 958
2023
Q1 		$2.81K Buy
+38
New +$2.81K ﹤0.01% 776

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

BerganKDV Wealth Management's HLNE Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Hamilton Lane (HLNE) in Q2 2023, closing a stake of 38 shares — an estimated $2.81K sold.

BerganKDV Wealth Management first reported a position in HLNE in Q1 2023 and held it in 1 quarter. The position peaked at $2.81K in Q1 2023. 201 funds tracked by Wall St. Rank hold HLNE as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Hamilton Lane position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 38 Hamilton Lane shares in Q2 2023, an estimated $2.81K.
  • BerganKDV Wealth Management first reported a position in Hamilton Lane in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Hamilton Lane position peaked at $2.81K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.