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Paloma Partners’s Hamilton Lane HLNE Stock Holding History

Paloma Partners’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
2022
Q2 		– Sell
-3,718
Closed -$287K – 1370
2022
Q1 		$287K Sell
3,718
-1,648
-31% -$137K 0.01% 1172
2021
Q4 		$556K Buy
+5,366
New +$551K 0.01% 1051
2021
Q3 		– Sell
-3,622
Closed -$330K – 1428
2021
Q2 		$330K Buy
3,622
+800
+28% +$72.4K 0.01% 1255
2021
Q1 		$250K Buy
+2,822
New +$238K 0.01% 1629
2020
Q3 		– Sell
-5,028
Closed -$339K – 2247
2020
Q2 		$339K Buy
+5,028
New +$317K 0.01% 1417

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Paloma Partners's HLNE Position: Q2 2022 in Review

Paloma Partners sold out of Hamilton Lane (HLNE) in Q2 2022, closing a stake of 3,718 shares — an estimated $287K sold.

Paloma Partners first reported a position in HLNE in Q2 2020 and held it in 5 quarters. The position peaked at $556K in Q4 2021. 195 funds tracked by Wall St. Rank hold HLNE as of Q2 2022.

  • Paloma Partners reported no remaining Hamilton Lane position as of Q2 2022 after selling out during the quarter.
  • Paloma Partners sold 3,718 Hamilton Lane shares in Q2 2022, an estimated $287K.
  • Paloma Partners first reported a position in Hamilton Lane in Q2 2020 and held it in 5 quarters.
  • Paloma Partners's Hamilton Lane position peaked at $556K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.