Schroder Investment Management Group
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Schroder Investment Management Group’s Hamilton Lane HLNE Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-2,477
Closed -$281K – 1217
2023
Q4 		$281K Sell
2,477
-571
-19% -$54K ﹤0.01% 1128
2023
Q3 		$276K Buy
+3,048
New +$272K ﹤0.01% 1146
2023
Q2 		– Sell
-14,421
Closed -$1.07M – 1252
2023
Q1 		$1.07M Sell
14,421
-2,703
-16% -$200K ﹤0.01% 1048
2022
Q4 		$1.09M Sell
17,124
-7,064
-29% -$470K ﹤0.01% 1040
2022
Q3 		$1.44M Hold
24,188
– – ﹤0.01% 991
2022
Q2 		$1.62M Sell
24,188
-203,924
-89% -$14.1M ﹤0.01% 1002
2022
Q1 		$17.8M Buy
228,112
+8,046
+4% +$671K 0.02% 529
2021
Q4 		$22.8M Buy
220,066
+143,151
+186% +$14.7M 0.03% 442
2021
Q3 		$6.52M Sell
76,915
-38,243
-33% -$3.42M 0.01% 722
2021
Q2 		$10.5M Buy
115,158
+99,789
+649% +$9.04M 0.01% 661
2021
Q1 		$1.36M Sell
15,369
-3,332
-18% -$282K ﹤0.01% 1086
2020
Q4 		$1.46M Buy
+18,701
New +$1.36M ﹤0.01% 1056
2020
Q1 		– Sell
-42,214
Closed -$2.52M – 1342
2019
Q4 		$2.52M Buy
42,214
+10,625
+34% +$613K ﹤0.01% 848
2019
Q3 		$1.82M Buy
+31,589
New +$1.86M ﹤0.01% 900

Other funds holding HLNE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Schroder Investment Management Group's HLNE Position: Q1 2024 in Review

Schroder Investment Management Group sold out of Hamilton Lane (HLNE) in Q1 2024, closing a stake of 2,477 shares — an estimated $281K sold.

Schroder Investment Management Group first reported a position in HLNE in Q3 2019 and held it in 14 quarters. The position peaked at $22.8M in Q4 2021. 266 funds tracked by Wall St. Rank hold HLNE as of Q1 2024.

  • Schroder Investment Management Group reported no remaining Hamilton Lane position as of Q1 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 2,477 Hamilton Lane shares in Q1 2024, an estimated $281K.
  • Schroder Investment Management Group first reported a position in Hamilton Lane in Q3 2019 and held it in 14 quarters.
  • Schroder Investment Management Group's Hamilton Lane position peaked at $22.8M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.