RBA
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Richard Bernstein Advisors’s Hamilton Lane HLNE Stock Holding History

Richard Bernstein 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
2026
Q1 		$984K Hold
9,900
– – 0.03% 178
2025
Q4 		$1.33M Sell
9,900
-1,060
-10% -$133K 0.04% 108
2025
Q3 		$1.48M Sell
10,960
-16,277
-60% -$2.46M 0.04% 129
2025
Q2 		$3.87M Sell
27,237
-2,259
-8% -$341K 0.1% 98
2025
Q1 		$4.39M Sell
29,496
-1,199
-4% -$183K 0.11% 81
2024
Q4 		$4.54M Hold
30,695
– – 0.1% 85
2024
Q3 		$5.17M Hold
30,695
– – 0.11% 71
2024
Q2 		$3.79M Buy
30,695
+5
+0% +$585 0.08% 102
2024
Q1 		$3.46M Hold
30,690
– – 0.07% 121
2023
Q4 		$3.48M Buy
30,690
+18
+0.1% +$1.7K 0.08% 98
2023
Q3 		$2.77M Buy
+30,672
New +$2.73M 0.06% 137

Other funds holding HLNE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return