VFA
HLNE icon

Valeo Financial Advisors’s Hamilton Lane HLNE Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-15
Closed -$1K – 1073
2021
Q1 		$1K Buy
+15
New +$1.27K ﹤0.01% 1890

Other funds holding HLNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Valeo Financial Advisors's HLNE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Hamilton Lane (HLNE) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

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

  • Valeo Financial Advisors reported no remaining Hamilton Lane position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 Hamilton Lane shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Hamilton Lane in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Hamilton Lane position peaked at $1K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.