Snowden Capital Advisors’s Hamilton Lane HLNE Stock Holding History

Snowden Capital 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	$300K	Sell	2,999 -711	-19%	-$87.3K	0.01%	1033
2025 Q4	$500K	Sell	3,710 -1,332	-26%	-$167K	0.01%	803
2025 Q3	$682K	Sell	5,042 -58	-1%	-$8.75K	0.02%	653
2025 Q2	$728K	Sell	5,100 -2,131	-29%	-$321K	0.02%	620
2025 Q1	$1.08M	Sell	7,231 -180	-2%	-$27.4K	0.03%	484
2024 Q4	$1.1M	Buy	7,411 +142	+2%	+$25.3K	0.03%	483
2024 Q3	$1.23M	Buy	7,269 +263	+4%	+$38.1K	0.04%	458
2024 Q2	$869K	Buy	7,006 +171	+3%	+$20K	0.03%	551
2024 Q1	$774K	Buy	6,835 +1,234	+22%	+$139K	0.02%	582
2023 Q4	$635K	Sell	5,601 -290	-5%	-$27.4K	0.02%	589
2023 Q3	$533K	Sell	5,891 -315	-5%	-$28.1K	0.02%	629
2023 Q2	$496K	Sell	6,206 -856	-12%	-$61.5K	0.02%	737
2023 Q1	$522K	Buy	7,062 +33	+0.5%	+$2.44K	0.02%	716
2022 Q4	$449K	Buy	7,029 +183	+3%	+$12.2K	0.02%	752
2022 Q3	$408K	Buy	6,846 +1,450	+27%	+$102K	0.02%	738
2022 Q2	$362K	Buy	+5,396	New	+$372K	0.02%	779

Other funds holding HLNE

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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