KB Financial Partners’s Hamilton Lane HLNE Stock Holding History

KB Financial Partners’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	$5K	Hold	54	–	–	﹤0.01%	429
2023 Q2	$4K	Hold	54	–	–	﹤0.01%	456
2023 Q1	$4K	Hold	54	–	–	﹤0.01%	445
2022 Q4	$3K	Sell	54 -13	-19%	-$865	﹤0.01%	469
2022 Q3	$4K	Buy	67 +24	+56%	+$1.7K	﹤0.01%	436
2022 Q2	$3K	Sell	43 -27	-39%	-$1.86K	﹤0.01%	460
2022 Q1	$5K	Hold	70	–	–	﹤0.01%	465
2021 Q4	$7K	Buy	+70	New	+$7.18K	﹤0.01%	467
2021 Q3	–	Sell	-70	Closed	-$6K	–	333
2021 Q2	$6K	Sell	70 -17	-20%	-$1.54K	﹤0.01%	457
2021 Q1	$8K	Buy	+87	New	+$7.35K	﹤0.01%	463

Other funds holding HLNE

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

BlackRock New York $5.72T AUM 30.48% 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 $61.5B AUM 30.7% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

KB Financial Partners's HLNE Position: Q3 2023 in Review

KB Financial Partners held its Hamilton Lane (HLNE) position steady in Q3 2023 at 54 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

KB Financial Partners first reported a position in HLNE in Q1 2021 and has held it in 10 quarters since. The position peaked at $8K in Q1 2021. 216 funds tracked by Wall St. Rank hold HLNE as of Q3 2023.

KB Financial Partners held 54 shares of Hamilton Lane worth $5K as of Q3 2023.
KB Financial Partners left its Hamilton Lane share count unchanged in Q3 2023.
Hamilton Lane made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #429 holding.
KB Financial Partners first reported a position in Hamilton Lane in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Hamilton Lane position peaked at $8K in Q1 2021.
216 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.