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Kapitalo Investimentos’s Hamilton Lane HLNE Stock Holding History

Kapitalo Investimentos’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
-440
Closed -$65.1K – 195
2024
Q4 		$65.1K Buy
+440
New +$78.4K 0.04% 193
2024
Q2 		– Sell
-1,849
Closed -$208K – 233
2024
Q1 		$208K Buy
1,849
+543
+42% +$61.3K 0.05% 248
2023
Q4 		$148K Sell
1,306
-2,619
-67% -$248K 0.03% 335
2023
Q3 		$355K Buy
+3,925
New +$350K 0.05% 168

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

Kapitalo Investimentos's HLNE Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Hamilton Lane (HLNE) in Q1 2025, closing a stake of 440 shares — an estimated $65.1K sold.

Kapitalo Investimentos first reported a position in HLNE in Q3 2023 and held it in 4 quarters. The position peaked at $355K in Q3 2023. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Hamilton Lane position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 440 Hamilton Lane shares in Q1 2025, an estimated $65.1K.
  • Kapitalo Investimentos first reported a position in Hamilton Lane in Q3 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Hamilton Lane position peaked at $355K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.