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Financial Gravity Asset Management’s Hamilton Lane HLNE Stock Holding History

Financial Gravity Asset Management’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
Q1 		$3.72K Buy
+25
New +$3.81K ﹤0.01% 750
2024
Q2 		– Sell
-2
Closed -$141 – 1886
2024
Q1 		$141 Buy
+2
New +$226 ﹤0.01% 1685
2023
Q4 		– Hold
0
– – – 1343

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's HLNE Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Hamilton Lane (HLNE) in Q1 2025: 25 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in HLNE as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in HLNE in Q1 2024 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

  • Financial Gravity Asset Management held 25 shares of Hamilton Lane worth $3.72K as of Q1 2025.
  • Hamilton Lane was a new Financial Gravity Asset Management position in Q1 2025.
  • Hamilton Lane made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #750 holding.
  • Financial Gravity Asset Management first reported a position in Hamilton Lane in Q1 2024 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.