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Epoch Investment Partners’s Hamilton Lane HLNE Stock Holding History

Epoch Investment Partners’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
Q2 		– Sell
-567,455
Closed -$64M – 398
2024
Q1 		$64M Sell
567,455
-231,896
-29% -$26.2M 0.28% 125
2023
Q4 		$90.7M Buy
799,351
+416,103
+109% +$39.4M 0.41% 72
2023
Q3 		$34.7M Sell
383,248
-9,576
-2% -$853K 0.22% 152
2023
Q2 		$31.4M Buy
392,824
+376,106
+2,250% +$27M 0.18% 174
2023
Q1 		$1.24M Buy
+16,718
New +$1.24M 0.01% 344
2021
Q2 		– Sell
-82,961
Closed -$7.35M – 344
2021
Q1 		$7.35M Buy
82,961
+28,362
+52% +$2.4M 0.03% 269
2020
Q4 		$4.26M Buy
+54,599
New +$3.96M 0.02% 285

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Epoch Investment Partners's HLNE Position: Q2 2024 in Review

Epoch Investment Partners sold out of Hamilton Lane (HLNE) in Q2 2024, closing a stake of 567,455 shares — an estimated $64M sold.

Epoch Investment Partners first reported a position in HLNE in Q4 2020 and held it in 7 quarters. The position peaked at $90.7M in Q4 2023. 294 funds tracked by Wall St. Rank hold HLNE as of Q2 2024.

  • Epoch Investment Partners reported no remaining Hamilton Lane position as of Q2 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 567,455 Hamilton Lane shares in Q2 2024, an estimated $64M.
  • Epoch Investment Partners first reported a position in Hamilton Lane in Q4 2020 and held it in 7 quarters.
  • Epoch Investment Partners's Hamilton Lane position peaked at $90.7M in Q4 2023.
  • 294 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2024.

Based on Epoch Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.