ZIM
HLNE icon

Zacks Investment Management’s Hamilton Lane HLNE Stock Holding History

Zacks Investment Management’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
2020
Q4 		– Sell
-6,528
Closed -$422K – 547
2020
Q3 		$422K Sell
6,528
-819
-11% -$56K 0.01% 418
2020
Q2 		$495K Sell
7,347
-2,776
-27% -$175K 0.01% 391
2020
Q1 		$560K Sell
10,123
-21,886
-68% -$1.37M 0.01% 377
2019
Q4 		$1.91M Sell
32,009
-17,963
-36% -$1.04M 0.04% 276
2019
Q3 		$2.85M Sell
49,972
-4,611
-8% -$271K 0.06% 203
2019
Q2 		$3.11M Sell
54,583
-4,005
-7% -$201K 0.06% 189
2019
Q1 		$2.55M Sell
58,588
-12,847
-18% -$530K 0.05% 219
2018
Q4 		$2.64M Sell
71,435
-15,158
-18% -$567K 0.06% 187
2018
Q3 		$3.83M Sell
86,593
-408
-0.5% -$19.6K 0.08% 184
2018
Q2 		$4.17M Sell
87,001
-864
-1% -$38K 0.09% 170
2018
Q1 		$3.27M Buy
87,865
+26,261
+43% +$966K 0.07% 190
2017
Q4 		$2.18M Buy
+61,604
New +$1.9M 0.05% 246

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Zacks Investment Management's HLNE Position: Q4 2020 in Review

Zacks Investment Management sold out of Hamilton Lane (HLNE) in Q4 2020, closing a stake of 6,528 shares — an estimated $422K sold.

Zacks Investment Management first reported a position in HLNE in Q4 2017 and held it in 12 quarters. The position peaked at $4.17M in Q2 2018. 154 funds tracked by Wall St. Rank hold HLNE as of Q4 2020.

  • Zacks Investment Management reported no remaining Hamilton Lane position as of Q4 2020 after selling out during the quarter.
  • Zacks Investment Management sold 6,528 Hamilton Lane shares in Q4 2020, an estimated $422K.
  • Zacks Investment Management first reported a position in Hamilton Lane in Q4 2017 and held it in 12 quarters.
  • Zacks Investment Management's Hamilton Lane position peaked at $4.17M in Q2 2018.
  • 154 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.