Cassady Schiller Wealth Management’s Hamilton Lane HLNE Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$592	Buy	+4	New	+$713	﹤0.01%	925

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cassady Schiller Wealth Management's HLNE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Hamilton Lane (HLNE) in Q4 2024: 4 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

Cassady Schiller Wealth Management held 4 shares of Hamilton Lane worth $592 as of Q4 2024.
Hamilton Lane was a new Cassady Schiller Wealth Management position in Q4 2024.
Hamilton Lane made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #925 holding.
355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.