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Blue Trust Inc’s Hurco Companies Inc HURC Stock Holding History

Blue Trust Inc’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-243
Closed -$3.77K – 2529
2025
Q1 		$3.77K Hold
243
– – ﹤0.01% 2146
2024
Q4 		$4.69K Buy
+243
New +$5.11K ﹤0.01% 2097

Other funds holding HURC

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Blue Trust Inc's HURC Position: Q2 2025 in Review

Blue Trust Inc sold out of Hurco Companies Inc (HURC) in Q2 2025, closing a stake of 243 shares — an estimated $3.77K sold.

Blue Trust Inc first reported a position in HURC in Q4 2024 and held it in 2 quarters. The position peaked at $4.69K in Q4 2024. 44 funds tracked by Wall St. Rank hold HURC as of Q2 2025.

  • Blue Trust Inc reported no remaining Hurco Companies Inc position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 243 Hurco Companies Inc shares in Q2 2025, an estimated $3.77K.
  • Blue Trust Inc first reported a position in Hurco Companies Inc in Q4 2024 and held it in 2 quarters.
  • Blue Trust Inc's Hurco Companies Inc position peaked at $4.69K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.