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SYSTM Wealth Solutions’s Hamilton Lane HLNE Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-375
Closed -$46.4K – 329
2024
Q2 		$46.4K Sell
375
-6
-2% -$701 0.01% 290
2024
Q1 		$43K Buy
381
+36
+10% +$4.07K 0.01% 604
2023
Q4 		$39.2K Buy
+345
New +$32.6K 0.01% 620

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

SYSTM Wealth Solutions's HLNE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Hamilton Lane (HLNE) in Q3 2024, closing a stake of 375 shares — an estimated $46.4K sold.

SYSTM Wealth Solutions first reported a position in HLNE in Q4 2023 and held it in 3 quarters. The position peaked at $46.4K in Q2 2024. 322 funds tracked by Wall St. Rank hold HLNE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Hamilton Lane position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 375 Hamilton Lane shares in Q3 2024, an estimated $46.4K.
  • SYSTM Wealth Solutions first reported a position in Hamilton Lane in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Hamilton Lane position peaked at $46.4K in Q2 2024.
  • 322 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.