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Harvest Investment Services’s Hamilton Lane HLNE Stock Holding History

Harvest Investment 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
2025
Q1 		– Sell
-3,339
Closed -$494K – 309
2024
Q4 		$494K Buy
3,339
+1,646
+97% +$293K 0.12% 171
2024
Q3 		$285K Buy
+1,693
New +$245K 0.09% 182

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Investment Services's HLNE Position: Q1 2025 in Review

Harvest Investment Services sold out of Hamilton Lane (HLNE) in Q1 2025, closing a stake of 3,339 shares — an estimated $494K sold.

Harvest Investment Services first reported a position in HLNE in Q3 2024 and held it in 2 quarters. The position peaked at $494K in Q4 2024. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

  • Harvest Investment Services reported no remaining Hamilton Lane position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 3,339 Hamilton Lane shares in Q1 2025, an estimated $494K.
  • Harvest Investment Services first reported a position in Hamilton Lane in Q3 2024 and held it in 2 quarters.
  • Harvest Investment Services's Hamilton Lane position peaked at $494K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.