HLA
Hamilton Lane Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,565
| Closed | -$744K | – | 36 |
|
|
2023
Q2 | $744K | Hold |
14,565
| – | – | 0.33% | 35 |
|
|
2023
Q1 | $849K | Hold |
14,565
| – | – | 0.28% | 34 |
|
|
2022
Q4 | $807K | Hold |
14,565
| – | – | 0.29% | 37 |
|
|
2022
Q3 | $779K | Hold |
14,565
| – | – | 0.28% | 37 |
|
|
2022
Q2 | $836K | Hold |
14,565
| – | – | 0.32% | 37 |
|
|
2022
Q1 | $1.56M | Hold |
14,565
| – | – | 0.35% | 30 |
|
|
2021
Q4 | $2.22M | Buy |
14,565
+6,064
| +71% | +$923K | 0.29% | 33 |
|
|
2021
Q3 | $2.19M | Sell |
8,501
-5,000
| -37% | -$1.29M | 0.37% | 34 |
|
|
2021
Q2 | $3.77M | Buy |
13,501
+6,147
| +84% | +$1.72M | 1.18% | 23 |
|
|
2021
Q1 | $1.49M | Sell |
7,354
-2,940
| -29% | -$595K | 0.49% | 42 |
|
|
2020
Q4 | $2.29M | Sell |
10,294
-5,000
| -33% | -$1.11M | 0.85% | 23 |
|
|
2020
Q3 | $3.29M | Buy |
15,294
+3,761
| +33% | +$810K | 1.59% | 15 |
|
|
2020
Q2 | $1.99M | Sell |
11,533
-32,722
| -74% | -$5.63M | 1.06% | 18 |
|
|
2020
Q1 | $4.09M | Sell |
44,255
-63,352
| -59% | -$5.85M | 2.37% | 10 |
|
|
2019
Q4 | $7.98M | Buy |
107,607
+81,640
| +314% | +$6.05M | 3.5% | 8 |
|
|
2019
Q3 | $1.61M | Sell |
25,967
-883,483
| -97% | -$54.7M | 0.67% | 24 |
|
|
2019
Q2 | $45.2M | Buy |
909,450
+56,993
| +7% | +$2.83M | 22.41% | 1 |
|
|
2019
Q1 | $44.2M | Buy |
852,457
+461,404
| +118% | +$23.9M | 23.4% | 1 |
|
|
2018
Q4 | $15.7M | Buy |
+391,053
| New | +$15.7M | 13.67% | 2 |
|