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Capstone Triton Financial Group’s Hamilton Lane HLNE Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-241
Closed -$19K – 196
2020
Q4 		$19K Buy
+241
New +$17.5K 0.01% 287

Other funds holding HLNE

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capstone Triton Financial Group's HLNE Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Hamilton Lane (HLNE) in Q1 2021, closing a stake of 241 shares — an estimated $19K sold.

Capstone Triton Financial Group first reported a position in HLNE in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 169 funds tracked by Wall St. Rank hold HLNE as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Hamilton Lane position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 241 Hamilton Lane shares in Q1 2021, an estimated $19K.
  • Capstone Triton Financial Group first reported a position in Hamilton Lane in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Hamilton Lane position peaked at $19K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.