LF
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Lee Financial’s Hamilton Lane HLNE Stock Holding History

Lee Financial’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
Q3 		– Sell
-100
Closed -$5K – 564
2018
Q2 		$5K Sell
100
-100
-50% -$4.4K ﹤0.01% 611
2018
Q1 		$7K Buy
200
+100
+100% +$3.68K ﹤0.01% 565
2017
Q4 		$4K Hold
100
– – ﹤0.01% 433
2017
Q3 		$3K Hold
100
– – ﹤0.01% 437
2017
Q2 		$2K Buy
+100
New +$1.99K ﹤0.01% 464

Other funds holding HLNE

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Lee Financial's HLNE Position: Q3 2018 in Review

Lee Financial sold out of Hamilton Lane (HLNE) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Lee Financial first reported a position in HLNE in Q2 2017 and held it in 5 quarters. The position peaked at $7K in Q1 2018. 110 funds tracked by Wall St. Rank hold HLNE as of Q3 2018.

  • Lee Financial reported no remaining Hamilton Lane position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 100 Hamilton Lane shares in Q3 2018, an estimated $5K.
  • Lee Financial first reported a position in Hamilton Lane in Q2 2017 and held it in 5 quarters.
  • Lee Financial's Hamilton Lane position peaked at $7K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.