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YorkBridge Wealth Partners’s Hamilton Lane HLNE Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$213K Sell
3,338
-535
-14% -$35.6K 0.05% 243
2022
Q3 		$231K Buy
3,873
+894
+30% +$63.2K 0.06% 245
2022
Q2 		$200K Buy
+2,979
New +$205K 0.05% 272

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

YorkBridge Wealth Partners's HLNE Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Hamilton Lane (HLNE) stake by 14% in Q4 2022, selling an estimated $35.6K and leaving 3,338 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #243.

YorkBridge Wealth Partners first reported a position in HLNE in Q2 2022 and has held it in 3 quarters since. The position peaked at $231K in Q3 2022. 217 funds tracked by Wall St. Rank hold HLNE as of Q4 2022.

  • YorkBridge Wealth Partners held 3,338 shares of Hamilton Lane worth $213K as of Q4 2022.
  • YorkBridge Wealth Partners sold 535 Hamilton Lane shares in Q4 2022, an estimated $35.6K.
  • Hamilton Lane made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #243 holding.
  • YorkBridge Wealth Partners first reported a position in Hamilton Lane in Q2 2022 and has held it in 3 quarters since.
  • YorkBridge Wealth Partners's Hamilton Lane position peaked at $231K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.