LM Advisors’s Hamilton Lane HLNE Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-158	Closed	-$18K	–	427
2023 Q4	$18K	Buy	+158	New	+$14.9K	﹤0.01%	449

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

LM Advisors's HLNE Position: Q1 2024 in Review

LM Advisors sold out of Hamilton Lane (HLNE) in Q1 2024, closing a stake of 158 shares — an estimated $18K sold.

LM Advisors first reported a position in HLNE in Q4 2023 and held it in 1 quarter. The position peaked at $18K in Q4 2023. 266 funds tracked by Wall St. Rank hold HLNE as of Q1 2024.

LM Advisors reported no remaining Hamilton Lane position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 158 Hamilton Lane shares in Q1 2024, an estimated $18K.
LM Advisors first reported a position in Hamilton Lane in Q4 2023 and held it in 1 quarter.
LM Advisors's Hamilton Lane position peaked at $18K in Q4 2023.
266 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.