C.M. Bidwell & Associates’s Hamilton Lane HLNE Stock Holding History

C.M. Bidwell & Associates’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
2025 Q3	–	Sell	-31	Closed	-$4.41K	–	508
2025 Q2	$4.41K	Hold	31	–	–	﹤0.01%	332
2025 Q1	$4.61K	Sell	31 -4	-11%	-$610	﹤0.01%	318
2024 Q4	$5.18K	Hold	35	–	–	﹤0.01%	328
2024 Q3	$5.89K	Hold	35	–	–	﹤0.01%	312
2024 Q2	$4.33K	Buy	+35	New	+$4.09K	﹤0.01%	334
2023 Q1	–	Sell	-30	Closed	-$1.92K	–	535
2022 Q4	$1.92K	Hold	30	–	–	﹤0.01%	459
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	420
2022 Q2	$2K	Sell	30 -2,488	-99%	-$171K	﹤0.01%	432
2022 Q1	$195K	Buy	2,518 +68	+3%	+$5.67K	0.13%	159
2021 Q4	$254K	Buy	2,450 +2,001	+446%	+$205K	0.16%	121
2021 Q3	$38K	Buy	+449	New	+$40.2K	0.03%	327

Other funds holding HLNE

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

C.M. Bidwell & Associates's HLNE Position: Q3 2025 in Review

C.M. Bidwell & Associates sold out of Hamilton Lane (HLNE) in Q3 2025, closing a stake of 31 shares — an estimated $4.41K sold.

C.M. Bidwell & Associates first reported a position in HLNE in Q3 2021 and held it in 11 quarters. The position peaked at $254K in Q4 2021. 382 funds tracked by Wall St. Rank hold HLNE as of Q3 2025.

C.M. Bidwell & Associates reported no remaining Hamilton Lane position as of Q3 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 31 Hamilton Lane shares in Q3 2025, an estimated $4.41K.
C.M. Bidwell & Associates first reported a position in Hamilton Lane in Q3 2021 and held it in 11 quarters.
C.M. Bidwell & Associates's Hamilton Lane position peaked at $254K in Q4 2021.
382 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.