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Next Financial Group’s Hamilton Lane HLNE Stock Holding History

Next Financial Group’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
2021
Q4 		$4K Buy
37
+19
+106% +$1.95K ﹤0.01% 2467
2021
Q3 		$2K Buy
18
+3
+20% +$269 ﹤0.01% 2482
2021
Q2 		$1K Buy
+15
New +$1.36K ﹤0.01% 2527

Other funds holding HLNE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Next Financial Group's HLNE Position: Q4 2021 in Review

Next Financial Group increased its Hamilton Lane (HLNE) stake by 106% in Q4 2021, buying an estimated $1.95K and bringing the position to 37 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Next Financial Group first reported a position in HLNE in Q2 2021 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold HLNE as of Q4 2021.

  • Next Financial Group held 37 shares of Hamilton Lane worth $4K as of Q4 2021.
  • Next Financial Group bought 19 Hamilton Lane shares in Q4 2021, an estimated $1.95K.
  • Hamilton Lane made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2467 holding.
  • Next Financial Group first reported a position in Hamilton Lane in Q2 2021 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.