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Turtle Creek Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-109
Closed -$12.4K – 471
2023
Q4 		$12.4K Buy
+109
New +$10.3K ﹤0.01% 517

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Turtle Creek Wealth Advisors's HLNE Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Hamilton Lane (HLNE) in Q1 2024, closing a stake of 109 shares — an estimated $12.4K sold.

Turtle Creek Wealth Advisors first reported a position in HLNE in Q4 2023 and held it in 1 quarter. The position peaked at $12.4K in Q4 2023. 266 funds tracked by Wall St. Rank hold HLNE as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Hamilton Lane position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 109 Hamilton Lane shares in Q1 2024, an estimated $12.4K.
  • Turtle Creek Wealth Advisors first reported a position in Hamilton Lane in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Hamilton Lane position peaked at $12.4K in Q4 2023.
  • 266 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.