Yorktown Management & Research Company’s Hamilton Lane HLNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Hold
5,600
0.76% 23
2025
Q1
$833K Hold
5,600
0.9% 13
2024
Q4
$829K Hold
5,600
0.8% 21
2024
Q3
$943K Hold
5,600
0.97% 9
2024
Q2
$692K Buy
5,600
+900
+19% +$111K 0.74% 32
2024
Q1
$530K Buy
4,700
+1,400
+42% +$158K 0.5% 58
2023
Q4
$374K Hold
3,300
0.39% 111
2023
Q3
$298K Buy
+3,300
New +$298K 0.34% 145
2022
Q2
Sell
-5,400
Closed -$417K 207
2022
Q1
$417K Hold
5,400
0.35% 119
2021
Q4
$560K Hold
5,400
0.38% 105
2021
Q3
$458K Buy
+5,400
New +$458K 0.34% 119