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Burgundy Asset Management’s Hamilton Lane HLNE Stock Holding History

Burgundy 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
2017
Q4 		– Sell
-8,534
Closed -$229K – 101
2017
Q3 		$229K Buy
+8,534
New +$196K ﹤0.01% 103

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Burgundy Asset Management's HLNE Position: Q4 2017 in Review

Burgundy Asset Management sold out of Hamilton Lane (HLNE) in Q4 2017, closing a stake of 8,534 shares — an estimated $229K sold.

Burgundy Asset Management first reported a position in HLNE in Q3 2017 and held it in 1 quarter. The position peaked at $229K in Q3 2017. 85 funds tracked by Wall St. Rank hold HLNE as of Q4 2017.

  • Burgundy Asset Management reported no remaining Hamilton Lane position as of Q4 2017 after selling out during the quarter.
  • Burgundy Asset Management sold 8,534 Hamilton Lane shares in Q4 2017, an estimated $229K.
  • Burgundy Asset Management first reported a position in Hamilton Lane in Q3 2017 and held it in 1 quarter.
  • Burgundy Asset Management's Hamilton Lane position peaked at $229K in Q3 2017.
  • 85 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2017.

Based on Burgundy Asset Management's 13F filing for Q4 2017, filed 12 Feb 2018.