JP Morgan Private Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$1.49M	Sell	16,442 -613	-4%	-$54.6K	﹤0.01%	838
2023 Q2	$1.36M	Sell	17,055 -2,261	-12%	-$162K	0.01%	674
2023 Q1	$1.43M	Buy	+19,316	New	+$1.43M	﹤0.01%	1008
2022 Q4	–	Sell	-21,517	Closed	-$1.28M	–	1961
2022 Q3	$1.28M	Buy	21,517 +3,169	+17%	+$224K	﹤0.01%	1026
2022 Q2	$1.23M	Buy	18,348 +4,505	+33%	+$310K	﹤0.01%	1028
2022 Q1	$1.07M	Buy	13,843 +5,976	+76%	+$498K	﹤0.01%	1193
2021 Q4	$815K	Buy	7,867 +2,388	+44%	+$245K	﹤0.01%	1341
2021 Q3	$465K	Buy	5,479 +3,004	+121%	+$269K	﹤0.01%	1530
2021 Q2	$226K	Buy	+2,475	New	+$224K	﹤0.01%	1793

Other funds holding HLNE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HLNE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Hamilton Lane (HLNE) stake by 3.6% in Q3 2023, selling an estimated $54.6K and leaving 16,442 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #838.

JP Morgan Private Wealth Advisors first reported a position in HLNE in Q2 2021 and has held it in 9 quarters since. 216 funds tracked by Wall St. Rank hold HLNE as of Q3 2023.

JP Morgan Private Wealth Advisors held 16,442 shares of Hamilton Lane worth $1.49M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 613 Hamilton Lane shares in Q3 2023, an estimated $54.6K.
Hamilton Lane made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #838 holding.
JP Morgan Private Wealth Advisors first reported a position in Hamilton Lane in Q2 2021 and has held it in 9 quarters since.
216 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.