FGC
HLNE icon

Financial Gravity Companies’s Hamilton Lane HLNE Stock Holding History

Financial Gravity Companies’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
Q4 		$3.7K Hold
25
– – ﹤0.01% 697
2024
Q3 		$4.21K Buy
+25
New +$3.62K ﹤0.01% 439

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Gravity Companies's HLNE Position: Q4 2024 in Review

Financial Gravity Companies held its Hamilton Lane (HLNE) position steady in Q4 2024 at 25 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Financial Gravity Companies first reported a position in HLNE in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.21K in Q3 2024. 355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

  • Financial Gravity Companies held 25 shares of Hamilton Lane worth $3.7K as of Q4 2024.
  • Financial Gravity Companies left its Hamilton Lane share count unchanged in Q4 2024.
  • Hamilton Lane made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #697 holding.
  • Financial Gravity Companies first reported a position in Hamilton Lane in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Hamilton Lane position peaked at $4.21K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.