Number of Shares
9,667.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
4.5%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
47.02%

Polen U.S. Small Company Growth Fund's Hamilton Lane Inc Holding Summary

As of 2025-04-30, Polen U.S. Small Company Growth Fund held 9,667.00 shares of Hamilton Lane Inc(HLNE), totaling $1.49 Mil. This investment constitutes 4.5% of their stock portfolio, and Polen U.S. Small Company Growth Fund now holds 0.02% of the outstanding Hamilton Lane Inc(HLNE) stock.

The initial trade took place in 2022Q2. And since then Polen U.S. Small Company Growth Fund has made 2 purchases of HLNE, at an average price of $76.55, for a total of 57,957.00 shares. In addition, there have been 10 sales at an average price of $103.94 for 48,290.00 shares. Based on historical transaction data and HLNE's current price of $155.52, Polen U.S. Small Company Growth Fund's estimated gain on his HLNE holdings is $2.09 Mil, reflecting a 47.02% gain to date.

Polen U.S. Small Company Growth Fund HLNE ($155.52) Holding Chart

Polen U.S. Small Company Growth Fund HLNE ($155.52) 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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