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Foster Dykema Cabot & Co’s Hamilton Lane HLNE Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$8K Hold
88
– – ﹤0.01% 248
2023
Q2 		$7K Buy
+88
New +$6.32K ﹤0.01% 276

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Foster Dykema Cabot & Co's HLNE Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Hamilton Lane (HLNE) position steady in Q3 2023 at 88 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Foster Dykema Cabot & Co first reported a position in HLNE in Q2 2023 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold HLNE as of Q3 2023.

  • Foster Dykema Cabot & Co held 88 shares of Hamilton Lane worth $8K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Hamilton Lane share count unchanged in Q3 2023.
  • Hamilton Lane made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #248 holding.
  • Foster Dykema Cabot & Co first reported a position in Hamilton Lane in Q2 2023 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.