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Equitable Trust’s Hamilton Lane HLNE Stock Holding History

Equitable Trust’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
2025
Q2 		– Sell
-3,448
Closed -$513K – 452
2025
Q1 		$513K Hold
3,448
– – 0.03% 304
2024
Q4 		$510K Sell
3,448
-896
-21% -$160K 0.03% 318
2024
Q3 		$731K Sell
4,344
-645
-13% -$93.4K 0.05% 243
2024
Q2 		$617K Hold
4,989
– – 0.04% 262
2024
Q1 		$563K Hold
4,989
– – 0.04% 283
2023
Q4 		$566K Sell
4,989
-1,911
-28% -$181K 0.04% 257
2023
Q3 		$624K Sell
6,900
-1,035
-13% -$92.2K 0.05% 225
2023
Q2 		$635K Hold
7,935
– – 0.05% 230
2023
Q1 		$587K Sell
7,935
-965
-11% -$71.3K 0.05% 231
2022
Q4 		$569K Sell
8,900
-3,518
-28% -$234K 0.04% 243
2022
Q3 		$740K Sell
12,418
-475
-4% -$33.6K 0.06% 198
2022
Q2 		$866K Buy
+12,893
New +$888K 0.06% 194

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Equitable Trust's HLNE Position: Q2 2025 in Review

Equitable Trust sold out of Hamilton Lane (HLNE) in Q2 2025, closing a stake of 3,448 shares — an estimated $513K sold.

Equitable Trust first reported a position in HLNE in Q2 2022 and held it in 12 quarters. The position peaked at $866K in Q2 2022. 393 funds tracked by Wall St. Rank hold HLNE as of Q2 2025.

  • Equitable Trust reported no remaining Hamilton Lane position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 3,448 Hamilton Lane shares in Q2 2025, an estimated $513K.
  • Equitable Trust first reported a position in Hamilton Lane in Q2 2022 and held it in 12 quarters.
  • Equitable Trust's Hamilton Lane position peaked at $866K in Q2 2022.
  • 393 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.