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Ladenburg Thalmann Financial Services’s Hamilton Lane HLNE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$15K Buy
257
+44
+21% +$2.54K ﹤0.01% 4285
2019
Q3 		$12K Buy
213
+1
+0.5% +$59 ﹤0.01% 4300
2019
Q2 		$12K Buy
+212
New +$10.6K ﹤0.01% 4346
2017
Q3 		– Sell
-128
Closed -$3K – 4964
2017
Q2 		$3K Buy
+128
New +$2.55K ﹤0.01% 4472

Other funds holding HLNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HLNE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Hamilton Lane (HLNE) stake by 21% in Q4 2019, buying an estimated $2.54K and bringing the position to 257 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4285.

Ladenburg Thalmann Financial Services first reported a position in HLNE in Q2 2017 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold HLNE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 257 shares of Hamilton Lane worth $15K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 44 Hamilton Lane shares in Q4 2019, an estimated $2.54K.
  • Hamilton Lane made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4285 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Hamilton Lane in Q2 2017 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.