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Cary Street Partners Investment Advisory’s Hamilton Lane HLNE Stock Holding History

Cary Street Partners Investment Advisory’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
-1,544
Closed -$260K – 599
2024
Q3 		$260K Buy
+1,544
New +$224K 0.01% 654
2024
Q1 		– Sell
-1,956
Closed -$222K – 707
2023
Q4 		$222K Buy
+1,956
New +$185K 0.01% 595

Other funds holding HLNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cary Street Partners Investment Advisory's HLNE Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Hamilton Lane (HLNE) in Q4 2024, closing a stake of 1,544 shares — an estimated $260K sold.

Cary Street Partners Investment Advisory first reported a position in HLNE in Q4 2023 and held it in 2 quarters. The position peaked at $260K in Q3 2024. 355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Hamilton Lane position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,544 Hamilton Lane shares in Q4 2024, an estimated $260K.
  • Cary Street Partners Investment Advisory first reported a position in Hamilton Lane in Q4 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Hamilton Lane position peaked at $260K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.