DWA
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Delap Wealth Advisory’s Hamilton Lane HLNE Stock Holding History

Delap Wealth 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
Q1 		– Sell
-7,282
Closed -$826K – 263
2023
Q4 		$826K Buy
7,282
+3,346
+85% +$316K 0.37% 35
2023
Q3 		$356K Buy
+3,936
New +$351K 0.34% 35

Other funds holding HLNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Delap Wealth Advisory's HLNE Position: Q1 2024 in Review

Delap Wealth Advisory sold out of Hamilton Lane (HLNE) in Q1 2024, closing a stake of 7,282 shares — an estimated $826K sold.

Delap Wealth Advisory first reported a position in HLNE in Q3 2023 and held it in 2 quarters. The position peaked at $826K in Q4 2023. 266 funds tracked by Wall St. Rank hold HLNE as of Q1 2024.

  • Delap Wealth Advisory reported no remaining Hamilton Lane position as of Q1 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 7,282 Hamilton Lane shares in Q1 2024, an estimated $826K.
  • Delap Wealth Advisory first reported a position in Hamilton Lane in Q3 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's Hamilton Lane position peaked at $826K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2024.

Based on Delap Wealth Advisory's 13F filing for Q1 2024, filed 14 May 2024.