AWM
HURN icon

AE Wealth Management’s Huron Consulting HURN Stock Holding History

AE Wealth Management’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,539
Closed -$475K – 1525
2023
Q4 		$475K Buy
+4,539
New +$466K ﹤0.01% 1465

Other funds holding HURN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's HURN Position: Q1 2024 in Review

AE Wealth Management sold out of Huron Consulting (HURN) in Q1 2024, closing a stake of 4,539 shares — an estimated $475K sold.

AE Wealth Management first reported a position in HURN in Q4 2023 and held it in 1 quarter. The position peaked at $475K in Q4 2023. 229 funds tracked by Wall St. Rank hold HURN as of Q1 2024.

  • AE Wealth Management reported no remaining Huron Consulting position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 4,539 Huron Consulting shares in Q1 2024, an estimated $475K.
  • AE Wealth Management first reported a position in Huron Consulting in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Huron Consulting position peaked at $475K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Huron Consulting as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.