Rational Advisors’s Hamilton Lane HLNE Stock Holding History

Rational Advisors’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
2021 Q1	–	Sell	-618	Closed	-$48K	–	195
2020 Q4	$48K	Buy	+618	New	+$44.8K	0.01%	199

Other funds holding HLNE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rational Advisors's HLNE Position: Q1 2021 in Review

Rational Advisors sold out of Hamilton Lane (HLNE) in Q1 2021, closing a stake of 618 shares — an estimated $48K sold.

Rational Advisors first reported a position in HLNE in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 169 funds tracked by Wall St. Rank hold HLNE as of Q1 2021.

Rational Advisors reported no remaining Hamilton Lane position as of Q1 2021 after selling out during the quarter.
Rational Advisors sold 618 Hamilton Lane shares in Q1 2021, an estimated $48K.
Rational Advisors first reported a position in Hamilton Lane in Q4 2020 and held it in 1 quarter.
Rational Advisors's Hamilton Lane position peaked at $48K in Q4 2020.
169 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.