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Pathway Financial Advisers’s Hamilton Lane HLNE Stock Holding History

Pathway Financial Advisers’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 		$11.7K Buy
158
+67
+74% +$4.95K ﹤0.01% 361
2022
Q4 		$5.8K Buy
+91
New +$6.05K ﹤0.01% 480

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

Pathway Financial Advisers's HLNE Position: Q1 2023 in Review

Pathway Financial Advisers increased its Hamilton Lane (HLNE) stake by 74% in Q1 2023, buying an estimated $4.95K and bringing the position to 158 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Pathway Financial Advisers first reported a position in HLNE in Q4 2022 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold HLNE as of Q1 2023.

  • Pathway Financial Advisers held 158 shares of Hamilton Lane worth $11.7K as of Q1 2023.
  • Pathway Financial Advisers bought 67 Hamilton Lane shares in Q1 2023, an estimated $4.95K.
  • Hamilton Lane made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #361 holding.
  • Pathway Financial Advisers first reported a position in Hamilton Lane in Q4 2022 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.