Glassman Wealth Services’s Hamilton Lane HLNE Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-14	Closed	-$1K	–	1808
2022 Q1	$1K	Buy	+14	New	+$1.17K	﹤0.01%	1412

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

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

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

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

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

Glassman Wealth Services's HLNE Position: Q2 2022 in Review

Glassman Wealth Services sold out of Hamilton Lane (HLNE) in Q2 2022, closing a stake of 14 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in HLNE in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 195 funds tracked by Wall St. Rank hold HLNE as of Q2 2022.

Glassman Wealth Services reported no remaining Hamilton Lane position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 14 Hamilton Lane shares in Q2 2022, an estimated $1K.
Glassman Wealth Services first reported a position in Hamilton Lane in Q1 2022 and held it in 1 quarter.
Glassman Wealth Services's Hamilton Lane position peaked at $1K in Q1 2022.
195 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.