KA
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Kaizen Advisory’s Hamilton Lane HLNE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$678K Sell
18,323
-3,517
-16% -$132K 0.47% 63
2018
Q3 		$967K Buy
+21,840
New +$1.05M 0.5% 81

Other funds holding HLNE

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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

Kaizen Advisory's HLNE Position: Q4 2018 in Review

Kaizen Advisory reduced its Hamilton Lane (HLNE) stake by 16% in Q4 2018, selling an estimated $132K and leaving 18,323 shares worth $678K. The position accounts for 0.47% of the portfolio, ranked #63.

Kaizen Advisory first reported a position in HLNE in Q3 2018 and has held it in 2 quarters since. The position peaked at $967K in Q3 2018. 108 funds tracked by Wall St. Rank hold HLNE as of Q4 2018.

  • Kaizen Advisory held 18,323 shares of Hamilton Lane worth $678K as of Q4 2018.
  • Kaizen Advisory sold 3,517 Hamilton Lane shares in Q4 2018, an estimated $132K.
  • Hamilton Lane made up 0.47% of Kaizen Advisory's portfolio in Q4 2018, its #63 holding.
  • Kaizen Advisory first reported a position in Hamilton Lane in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Hamilton Lane position peaked at $967K in Q3 2018.
  • 108 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.