CCP
HURC icon

Carmel Capital Partners’s Hurco Companies Inc HURC Stock Holding History

Carmel Capital Partners’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
2024
Q4 		– Sell
-12,043
Closed -$254K – 156
2024
Q3 		$254K Sell
12,043
-324
-3% -$5.56K 0.1% 145
2024
Q2 		$189K Buy
12,367
+3
+0% +$54 0.08% 161
2024
Q1 		$249K Buy
12,364
+158
+1% +$3.72K 0.1% 135
2023
Q4 		$263K Buy
12,206
+10,660
+690% +$222K 0.13% 120
2023
Q3 		$34.7K Buy
+1,546
New +$33.6K 0.02% 278

Other funds holding HURC

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Carmel Capital Partners's HURC Position: Q4 2024 in Review

Carmel Capital Partners sold out of Hurco Companies Inc (HURC) in Q4 2024, closing a stake of 12,043 shares — an estimated $254K sold.

Carmel Capital Partners first reported a position in HURC in Q3 2023 and held it in 5 quarters. The position peaked at $263K in Q4 2023. 49 funds tracked by Wall St. Rank hold HURC as of Q4 2024.

  • Carmel Capital Partners reported no remaining Hurco Companies Inc position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 12,043 Hurco Companies Inc shares in Q4 2024, an estimated $254K.
  • Carmel Capital Partners first reported a position in Hurco Companies Inc in Q3 2023 and held it in 5 quarters.
  • Carmel Capital Partners's Hurco Companies Inc position peaked at $263K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.