Creative Planning
HURC icon

Creative Planning’s Hurco Companies Inc HURC Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-17,485
Closed -$617K – 2298
2021
Q1 		$617K Hold
17,485
– – ﹤0.01% 1289
2020
Q4 		$525K Sell
17,485
-1,190
-6% -$36.2K ﹤0.01% 1281
2020
Q3 		$530K Sell
18,675
-1,500
-7% -$43.5K ﹤0.01% 1106
2020
Q2 		$564K Sell
20,175
-2,000
-9% -$58.6K ﹤0.01% 970
2020
Q1 		$645K Hold
22,175
– – ﹤0.01% 824
2019
Q4 		$851K Sell
22,175
-200
-0.9% -$7.03K ﹤0.01% 866
2019
Q3 		$720K Hold
22,375
– – ﹤0.01% 894
2019
Q2 		$796K Sell
22,375
-100
-0.4% -$3.78K ﹤0.01% 859
2019
Q1 		$906K Sell
22,475
-2,780
-11% -$110K ﹤0.01% 773
2018
Q4 		$902K Hold
25,255
– – ﹤0.01% 714
2018
Q3 		$1.14M Sell
25,255
-97
-0.4% -$4.26K ﹤0.01% 710
2018
Q2 		$1.14M Buy
25,352
+2
+0% +$92 ﹤0.01% 689
2018
Q1 		$1.16M Buy
25,350
+2
+0% +$90 ﹤0.01% 657
2017
Q4 		$1.07M Sell
25,348
-997
-4% -$43.3K ﹤0.01% 698
2017
Q3 		$1.1M Buy
26,345
+3
+0% +$106 0.01% 671
2017
Q2 		$915K Buy
26,342
+3
+0% +$91 ﹤0.01% 734
2017
Q1 		$819K Buy
26,339
+24,262
+1,168% +$721K ﹤0.01% 748
2016
Q4 		$69K Buy
2,077
+3
+0.1% +$89 ﹤0.01% 2130
2016
Q3 		$58K Buy
2,074
+3
+0.1% +$85 ﹤0.01% 2242
2016
Q2 		$58K Buy
2,071
+3
+0.1% +$94 ﹤0.01% 2035
2016
Q1 		$68K Buy
2,068
+4
+0.2% +$109 ﹤0.01% 1887
2015
Q4 		$55K Buy
2,064
+2
+0.1% +$53 ﹤0.01% 2040
2015
Q3 		$54K Buy
+2,062
New +$63.6K ﹤0.01% 1985
2015
Q2 		– Sell
-2,057
Closed -$68K – 1932
2015
Q1 		$68K Buy
2,057
+2
+0.1% +$68 ﹤0.01% 1798
2014
Q4 		$70K Hold
2,055
– – ﹤0.01% 1769
2014
Q3 		$77K Buy
2,055
+955
+87% +$31.8K ﹤0.01% 1644
2014
Q2 		$31K Buy
1,100
+15
+1% +$411 ﹤0.01% 2197
2014
Q1 		$29K Buy
1,085
+85
+9% +$2.16K ﹤0.01% 2152
2013
Q4 		$25K Buy
+1,000
New +$25.2K ﹤0.01% 2052

Other funds holding HURC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's HURC Position: Q2 2021 in Review

Creative Planning sold out of Hurco Companies Inc (HURC) in Q2 2021, closing a stake of 17,485 shares — an estimated $617K sold.

Creative Planning first reported a position in HURC in Q4 2013 and held it in 29 quarters. The position peaked at $1.16M in Q1 2018. 69 funds tracked by Wall St. Rank hold HURC as of Q2 2021.

  • Creative Planning reported no remaining Hurco Companies Inc position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 17,485 Hurco Companies Inc shares in Q2 2021, an estimated $617K.
  • Creative Planning first reported a position in Hurco Companies Inc in Q4 2013 and held it in 29 quarters.
  • Creative Planning's Hurco Companies Inc position peaked at $1.16M in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.