LGL Partners’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

LGL Partners’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,001	Closed	-$241K	–	77
2024 Q4	$241K	Sell	9,001 -2	-0%	-$63	0.04%	103
2024 Q3	$310K	Buy	9,003 +3	+0%	+$96	0.04%	89
2024 Q2	$266K	Hold	9,000	–	–	0.04%	92
2024 Q1	$256K	Hold	9,000	–	–	0.04%	89
2023 Q4	$248K	Buy	+9,000	New	+$196K	0.03%	88
2023 Q3	–	Sell	-9,000	Closed	-$225K	–	103
2023 Q2	$225K	Hold	9,000	–	–	0.04%	92
2023 Q1	$257K	Hold	9,000	–	–	0.04%	83
2022 Q4	$261K	Hold	9,000	–	–	0.05%	78
2022 Q3	$269K	Hold	9,000	–	–	0.06%	101
2022 Q2	$341K	Hold	9,000	–	–	0.06%	74
2022 Q1	$427K	Hold	9,000	–	–	0.06%	64
2021 Q4	$478K	Hold	9,000	–	–	0.06%	66
2021 Q3	$481K	Hold	9,000	–	–	0.29%	47
2021 Q2	$505K	Hold	9,000	–	–	0.3%	47
2021 Q1	$505K	Hold	9,000	–	–	0.29%	47
2020 Q4	$571K	Hold	9,000	–	–	0.33%	43
2020 Q3	$380K	Hold	9,000	–	–	0.23%	57
2020 Q2	$256K	Buy	+9,000	New	+$246K	0.16%	76
2020 Q1	–	Sell	-9,000	Closed	-$290K	–	88
2019 Q4	$290K	Hold	9,000	–	–	0.1%	81
2019 Q3	$262K	Hold	9,000	–	–	0.11%	90
2019 Q2	$254K	Hold	9,000	–	–	0.1%	93
2019 Q1	$231K	Buy	+9,000	New	+$211K	0.09%	101

Other funds holding HASI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

LGL Partners's HASI Position: Q1 2025 in Review

LGL Partners sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q1 2025, closing a stake of 9,001 shares — an estimated $241K sold.

LGL Partners first reported a position in HASI in Q1 2019 and held it in 22 quarters. The position peaked at $571K in Q4 2020. 362 funds tracked by Wall St. Rank hold HASI as of Q1 2025.

LGL Partners reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 9,001 Hannon Armstrong Sustainable Infrastructure Capital shares in Q1 2025, an estimated $241K.
LGL Partners first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q1 2019 and held it in 22 quarters.
LGL Partners's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $571K in Q4 2020.
362 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.