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BCWM
Bartlett & Co Wealth Management’s
Huron Consulting
HURN
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
HURN Stock Details
HURN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-200
Closed
-$24.9K
–
1251
2024
Q4
$24.9K
Hold
200
–
–
﹤0.01%
774
2024
Q3
$21.7K
Hold
200
–
–
﹤0.01%
801
2024
Q2
$19.7K
Hold
200
–
–
﹤0.01%
819
2024
Q1
$19.3K
Hold
200
–
–
﹤0.01%
818
2023
Q4
$20.2K
Hold
200
–
–
﹤0.01%
883
2023
Q3
$20.8K
Hold
200
–
–
﹤0.01%
819
2023
Q2
$17K
Hold
200
–
–
﹤0.01%
850
2023
Q1
$16.1K
Hold
200
–
–
﹤0.01%
752
2022
Q4
$14.5K
Hold
200
–
–
﹤0.01%
776
2022
Q3
$13.3K
Hold
200
–
–
﹤0.01%
775
2022
Q2
$13K
Hold
200
–
–
﹤0.01%
816
2022
Q1
$9.16K
Buy
+200
New
+$9.22K
﹤0.01%
844
2021
Q4
–
Sell
-200
Closed
-$10.4K
–
613
2021
Q3
$10.4K
Hold
200
–
–
﹤0.01%
694
2021
Q2
$9.83K
Hold
200
–
–
﹤0.01%
691
2021
Q1
$10.1K
Hold
200
–
–
﹤0.01%
729
2020
Q4
$11.8K
Hold
200
–
–
﹤0.01%
718
2020
Q3
$7.87K
Hold
200
–
–
﹤0.01%
698
2020
Q2
$8.85K
Hold
200
–
–
﹤0.01%
693
2020
Q1
$9.07K
Hold
200
–
–
﹤0.01%
670
2019
Q4
$13.7K
Hold
200
–
–
﹤0.01%
696
2019
Q3
$12.3K
Buy
+200
New
+$11.7K
﹤0.01%
713
Other funds holding HURN
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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