Pictet Asset Management (Switzerland)’s Hamilton Lane HLNE Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$316K	Hold	3,946	–	–	﹤0.01%	1481
2023 Q1	$292K	Hold	3,946	–	–	﹤0.01%	1503
2022 Q4	$252K	Buy	+3,946	New	+$262K	﹤0.01%	1588
2022 Q1	–	Sell	-1,997	Closed	-$207K	–	1707
2021 Q4	$207K	Buy	+1,997	New	+$205K	﹤0.01%	1582

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s HLNE Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Hamilton Lane (HLNE) position steady in Q2 2023 at 3,946 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Pictet Asset Management (Switzerland) first reported a position in HLNE in Q4 2021 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold HLNE as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,946 shares of Hamilton Lane worth $316K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Hamilton Lane share count unchanged in Q2 2023.
Hamilton Lane made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1481 holding.
Pictet Asset Management (Switzerland) first reported a position in Hamilton Lane in Q4 2021 and has held it in 4 quarters since.
201 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.