Tradewinds LLC’s Hamilton Lane HLNE Stock Holding History

Tradewinds LLC’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 Q1	–	Sell	-635	Closed	-$210K	–	150
2022 Q4	$210K	Buy	+635	New	+$42.2K	0.14%	109

Other funds holding HLNE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FAM

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Tradewinds LLC's HLNE Position: Q1 2023 in Review

Tradewinds LLC sold out of Hamilton Lane (HLNE) in Q1 2023, closing a stake of 635 shares — an estimated $210K sold.

Tradewinds LLC first reported a position in HLNE in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 209 funds tracked by Wall St. Rank hold HLNE as of Q1 2023.

Tradewinds LLC reported no remaining Hamilton Lane position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 635 Hamilton Lane shares in Q1 2023, an estimated $210K.
Tradewinds LLC first reported a position in Hamilton Lane in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's Hamilton Lane position peaked at $210K in Q4 2022.
209 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.