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Pathstone Family Office’s Hamilton Lane HLNE Stock Holding History

Pathstone Family Office’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
Q3 		$202K Buy
+2,231
New +$199K ﹤0.01% 1517

Other funds holding HLNE

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
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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Pathstone Family Office's HLNE Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Hamilton Lane (HLNE) in Q3 2023: 2,231 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings.

216 funds tracked by Wall St. Rank hold HLNE as of Q3 2023.

  • Pathstone Family Office held 2,231 shares of Hamilton Lane worth $202K as of Q3 2023.
  • Hamilton Lane was a new Pathstone Family Office position in Q3 2023.
  • Hamilton Lane made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1517 holding.
  • 216 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.