Covestor’s Hamilton Lane HLNE Stock Holding History

Covestor’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	$33K	Sell	333 -414	-55%	-$50.8K	0.02%	916
2025 Q4	$100K	Sell	747 -141	-16%	-$17.7K	0.05%	580
2025 Q3	$120K	Buy	888 +403	+83%	+$60.8K	0.07%	471
2025 Q2	$69K	Buy	485 +71	+17%	+$10.7K	0.04%	754
2025 Q1	$62K	Buy	414 +327	+376%	+$49.8K	0.04%	750
2024 Q4	$13K	Hold	87	–	–	0.01%	1387
2024 Q3	$15K	Buy	87 +1	+1%	+$145	0.01%	1323
2024 Q2	$11K	Sell	86 -214	-71%	-$25K	0.01%	1464
2024 Q1	$34K	Buy	300 +298	+14,900%	+$33.7K	0.02%	1020
2023 Q4	$0	Hold	2	–	–	﹤0.01%	2378
2023 Q3	$0	Sell	2 -1	-33%	-$89	﹤0.01%	2367
2023 Q2	$0	Sell	3 -326	-99%	-$23.4K	﹤0.01%	2362
2023 Q1	$24K	Buy	329 +137	+71%	+$10.1K	0.02%	940
2022 Q4	$12K	Hold	192	–	–	0.01%	1237
2022 Q3	$11K	Buy	192 +188	+4,700%	+$13.3K	0.01%	1222
2022 Q2	$0	Sell	4 -1	-20%	-$69	﹤0.01%	2119
2022 Q1	$0	Sell	5 -2	-29%	-$167	﹤0.01%	2268
2021 Q4	$1K	Buy	+7	New	+$719	﹤0.01%	1776

Other funds holding HLNE

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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