CA
HLNE icon

Centerpoint Advisors’s Hamilton Lane HLNE Stock Holding History

Centerpoint 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
2026
Q1 		$16K Hold
163
– – 0.01% 276
2025
Q4 		$22K Buy
163
+43
+36% +$5.41K 0.01% 227
2025
Q3 		$16K Hold
120
– – 0.01% 292
2025
Q2 		$17K Sell
120
-52
-30% -$7.84K 0.01% 277
2025
Q1 		$26K Hold
172
– – 0.01% 209
2024
Q4 		$25K Sell
172
-26
-13% -$4.63K 0.01% 229
2024
Q3 		$33K Hold
198
– – 0.01% 211
2024
Q2 		$24K Hold
198
– – 0.01% 234
2024
Q1 		$22K Sell
198
-33
-14% -$3.73K 0.01% 233
2023
Q4 		$26K Hold
231
– – 0.01% 201
2023
Q3 		$21K Sell
231
-1
-0.4% -$89 0.01% 221
2023
Q2 		$19K Buy
232
+29
+14% +$2.08K 0.01% 261
2023
Q1 		$15K Hold
203
– – 0.01% 309
2022
Q4 		$13K Buy
+203
New +$13.5K 0.01% 279

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return