Kula Investments’s Hamilton Lane HLNE Stock Holding History

Kula Investments’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 Q1	–	Sell	-3,448	Closed	-$220K	–	720
2022 Q4	$220K	Buy	+3,448	New	+$229K	0.06%	497

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

VBA

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

Kula Investments's HLNE Position: Q1 2023 in Review

Kula Investments sold out of Hamilton Lane (HLNE) in Q1 2023, closing a stake of 3,448 shares — an estimated $220K sold.

Kula Investments first reported a position in HLNE in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 209 funds tracked by Wall St. Rank hold HLNE as of Q1 2023.

Kula Investments reported no remaining Hamilton Lane position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,448 Hamilton Lane shares in Q1 2023, an estimated $220K.
Kula Investments first reported a position in Hamilton Lane in Q4 2022 and held it in 1 quarter.
Kula Investments's Hamilton Lane position peaked at $220K in Q4 2022.
209 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.