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Steward Financial Group’s Hamilton Lane HLNE Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+21
New +$1.87K ﹤0.01% 1165
2022
Q3 		– Sell
-10
Closed – – 624
2022
Q2 		$0 Buy
+10
New +$689 ﹤0.01% 1141

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Steward Financial Group's HLNE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Hamilton Lane (HLNE) in Q3 2023: 21 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HLNE as recently as Q2 2022.

Steward Financial Group first reported a position in HLNE in Q2 2022 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold HLNE as of Q3 2023.

  • Steward Financial Group held 21 shares of Hamilton Lane worth $1K as of Q3 2023.
  • Hamilton Lane was a new Steward Financial Group position in Q3 2023.
  • Hamilton Lane made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1165 holding.
  • Steward Financial Group first reported a position in Hamilton Lane in Q2 2022 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.