MCC
HLNE icon

Money Concepts Capital’s Hamilton Lane HLNE Stock Holding History

Money Concepts Capital’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
-252
Closed -$16.1K – 1561
2022
Q4 		$16.1K Hold
252
– – ﹤0.01% 1785
2022
Q3 		$15K Hold
252
– – ﹤0.01% 978
2022
Q2 		$17K Sell
252
-60
-19% -$4.13K ﹤0.01% 920
2022
Q1 		$24K Buy
+312
New +$26K ﹤0.01% 1540

Other funds holding HLNE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
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

Money Concepts Capital's HLNE Position: Q1 2023 in Review

Money Concepts Capital sold out of Hamilton Lane (HLNE) in Q1 2023, closing a stake of 252 shares — an estimated $16.1K sold.

Money Concepts Capital first reported a position in HLNE in Q1 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2022. 209 funds tracked by Wall St. Rank hold HLNE as of Q1 2023.

  • Money Concepts Capital reported no remaining Hamilton Lane position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 252 Hamilton Lane shares in Q1 2023, an estimated $16.1K.
  • Money Concepts Capital first reported a position in Hamilton Lane in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Hamilton Lane position peaked at $24K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.