Sowell Financial Services’s Hamilton Lane HLNE Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-5	Closed	–	–	1472
2021 Q1	$0	Buy	+5	New	+$422	﹤0.01%	3181

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

FAM

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

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

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

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

Sowell Financial Services's HLNE Position: Q2 2021 in Review

Sowell Financial Services sold out of Hamilton Lane (HLNE) in Q2 2021, closing a stake of 5 shares.

Sowell Financial Services first reported a position in HLNE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 187 funds tracked by Wall St. Rank hold HLNE as of Q2 2021.

Sowell Financial Services reported no remaining Hamilton Lane position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 5 Hamilton Lane shares in Q2 2021.
Sowell Financial Services first reported a position in Hamilton Lane in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's Hamilton Lane position peaked at $0 in Q1 2021.
187 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.