Claris Advisors’s Hamilton Lane HLNE Stock Holding History

Claris 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	-2	Closed	-$337	–	536
2024 Q3	$337	Buy	+2	New	+$290	﹤0.01%	788

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

Claris Advisors's HLNE Position: Q4 2024 in Review

Claris Advisors sold out of Hamilton Lane (HLNE) in Q4 2024, closing a stake of 2 shares — an estimated $337 sold.

Claris Advisors first reported a position in HLNE in Q3 2024 and held it in 1 quarter. The position peaked at $337 in Q3 2024. 355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

Claris Advisors reported no remaining Hamilton Lane position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Hamilton Lane shares in Q4 2024, an estimated $337.
Claris Advisors first reported a position in Hamilton Lane in Q3 2024 and held it in 1 quarter.
Claris Advisors's Hamilton Lane position peaked at $337 in Q3 2024.
355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.