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James Investment Research’s Hamilton Lane HLNE Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-14,550
Closed -$634K – 721
2019
Q1 		$634K Sell
14,550
-16,350
-53% -$674K 0.04% 417
2018
Q4 		$1.14M Buy
+30,900
New +$1.16M 0.07% 257

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

James Investment Research's HLNE Position: Q2 2019 in Review

James Investment Research sold out of Hamilton Lane (HLNE) in Q2 2019, closing a stake of 14,550 shares — an estimated $634K sold.

James Investment Research first reported a position in HLNE in Q4 2018 and held it in 2 quarters. The position peaked at $1.14M in Q4 2018. 106 funds tracked by Wall St. Rank hold HLNE as of Q2 2019.

  • James Investment Research reported no remaining Hamilton Lane position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 14,550 Hamilton Lane shares in Q2 2019, an estimated $634K.
  • James Investment Research first reported a position in Hamilton Lane in Q4 2018 and held it in 2 quarters.
  • James Investment Research's Hamilton Lane position peaked at $1.14M in Q4 2018.
  • 106 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.