HLA
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Hamilton Lane Advisors’s Box BOX Stock Holding History

Hamilton Lane Advisors’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-230,637
Closed -$5K – 38
2018
Q1 		$5K Sell
230,637
-28,177
-11% -$606K 3.97% 6
2017
Q4 		$5.47M Sell
258,814
-67,761
-21% -$1.43M 2.82% 9
2017
Q3 		$6.31M Sell
326,575
-210,530
-39% -$3.96M 4.33% 6
2017
Q2 		$9.8M Buy
537,105
+405,403
+308% +$7.31M 5.35% 4
2017
Q1 		$2.15M Buy
131,702
+5,870
+5% +$99.2K 1.08% 24
2016
Q4 		$1.74M Buy
+125,832
New +$1.86M 1.14% 24
2015
Q4 		– Sell
-71,860
Closed -$904K – 50
2015
Q3 		$904K Buy
+71,860
New +$1.07M 0.45% 35

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return