FourThought Financial’s Hamilton Lane HLNE Stock Holding History

FourThought Financial’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
2022 Q3	$339K	Buy	5,683 +5,569	+4,885%	+$394K	0.05%	231
2022 Q2	$8K	Buy	114 +36	+46%	+$2.48K	﹤0.01%	1066
2022 Q1	$7K	Buy	78 +26	+50%	+$2.17K	﹤0.01%	1115
2021 Q4	$5K	Sell	52 -61	-54%	-$6.26K	﹤0.01%	1205
2021 Q3	$9K	Buy	113 +35	+45%	+$3.13K	﹤0.01%	1116
2021 Q2	$7K	Buy	+78	New	+$7.06K	﹤0.01%	1161

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FourThought Financial's HLNE Position: Q3 2022 in Review

FourThought Financial increased its Hamilton Lane (HLNE) stake by 4,885% in Q3 2022, buying an estimated $394K and bringing the position to 5,683 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #231.

FourThought Financial first reported a position in HLNE in Q2 2021 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold HLNE as of Q3 2022.

FourThought Financial held 5,683 shares of Hamilton Lane worth $339K as of Q3 2022.
FourThought Financial bought 5,569 Hamilton Lane shares in Q3 2022, an estimated $394K.
Hamilton Lane made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #231 holding.
FourThought Financial first reported a position in Hamilton Lane in Q2 2021 and has held it in 6 quarters since.
205 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.