Copeland SMID Cap Dividend Growth Fund HLNE Holdings History
Copeland SMID Cap Dividend Growth Fund's Hamilton Lane Inc Holding Summary
As of 2025-02-28, Copeland Trust held 24,561.00 shares of Hamilton Lane Inc(HLNE), totaling $3.84 Mil. This investment constitutes 2.18% of their stock portfolio, and Copeland Trust now holds 0.06% of the outstanding Hamilton Lane Inc(HLNE) stock.
The initial trade took place in 2021Q2. And since then Copeland SMID Cap Dividend Growth Fund has made 12 purchases of HLNE, at an average price of $98.57, for a total of 27,810.00 shares. In addition, there have been 3 sales at an average price of $161.84 for 3,249.00 shares. Based on historical transaction data and HLNE's current price of $151.38, Copeland SMID Cap Dividend Growth Fund's estimated gain on his HLNE holdings is $1.50 Mil, reflecting a 54.81% gain to date.
Copeland SMID Cap Dividend Growth Fund HLNE ($151.38) Holding Chart
Copeland SMID Cap Dividend Growth Fund HLNE ($151.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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