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Capital Performance Advisors’s Hamilton Lane HLNE Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-6
Closed -$1.01K – 1249
2024
Q3 		$1.01K Buy
+6
New +$869 ﹤0.01% 1900

Other funds holding HLNE

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Performance Advisors's HLNE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hamilton Lane (HLNE) in Q4 2024, closing a stake of 6 shares — an estimated $1.01K sold.

Capital Performance Advisors first reported a position in HLNE in Q3 2024 and held it in 1 quarter. The position peaked at $1.01K in Q3 2024. 355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hamilton Lane position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 Hamilton Lane shares in Q4 2024, an estimated $1.01K.
  • Capital Performance Advisors first reported a position in Hamilton Lane in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hamilton Lane position peaked at $1.01K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.