Number of Shares
28,808.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
1.9%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
70.17%

SBH SMALL CAP GROWTH FUND's Hamilton Lane Inc Holding Summary

As of 2025-03-31, SBH SMALL CAP GROWTH FUND held 28,808.00 shares of Hamilton Lane Inc(HLNE), totaling $4.28 Mil. This investment constitutes 1.9% of their stock portfolio, and SBH SMALL CAP GROWTH FUND now holds 0.07% of the outstanding Hamilton Lane Inc(HLNE) stock.

The initial trade took place in 2021Q4. And since then SBH SMALL CAP GROWTH FUND has made 8 purchases of HLNE, at an average price of $87.73, for a total of 48,649.00 shares. In addition, there have been 5 sales at an average price of $154.46 for 19,841.00 shares. Based on historical transaction data and HLNE's current price of $145.72, SBH SMALL CAP GROWTH FUND's estimated gain on his HLNE holdings is $2.99 Mil, reflecting a 70.17% gain to date.

SBH SMALL CAP GROWTH FUND HLNE ($145.72) Holding Chart

SBH SMALL CAP GROWTH FUND HLNE ($145.72) 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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