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Petrus Trust Company’s Hamilton Lane HLNE Stock Holding History

Petrus Trust Company’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
2024
Q4 		– Sell
-1,724
Closed -$290K – 652
2024
Q3 		$290K Sell
1,724
-491
-22% -$71.1K 0.03% 417
2024
Q2 		$274K Buy
+2,215
New +$259K 0.03% 466
2023
Q4 		– Sell
-2,919
Closed -$264K – 660
2023
Q3 		$264K Hold
2,919
– – 0.03% 441
2023
Q2 		$233K Buy
+2,919
New +$210K 0.03% 486

Other funds holding HLNE

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Petrus Trust Company's HLNE Position: Q4 2024 in Review

Petrus Trust Company sold out of Hamilton Lane (HLNE) in Q4 2024, closing a stake of 1,724 shares — an estimated $290K sold.

Petrus Trust Company first reported a position in HLNE in Q2 2023 and held it in 4 quarters. The position peaked at $290K in Q3 2024. 355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

  • Petrus Trust Company reported no remaining Hamilton Lane position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 1,724 Hamilton Lane shares in Q4 2024, an estimated $290K.
  • Petrus Trust Company first reported a position in Hamilton Lane in Q2 2023 and held it in 4 quarters.
  • Petrus Trust Company's Hamilton Lane position peaked at $290K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.