EI
HURC icon

Ellevest Inc’s Hurco Companies Inc HURC Stock Holding History

Ellevest 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
2020
Q3 		– Sell
-45
Closed -$1K – 1212
2020
Q2 		$1K Buy
45
+43
+2,150% +$1.26K ﹤0.01% 1007
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1180
2019
Q4 		$0 Buy
+2
New +$70 ﹤0.01% 1007

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Ellevest Inc's HURC Position: Q3 2020 in Review

Ellevest Inc sold out of Hurco Companies Inc (HURC) in Q3 2020, closing a stake of 45 shares — an estimated $1K sold.

Ellevest Inc first reported a position in HURC in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 61 funds tracked by Wall St. Rank hold HURC as of Q3 2020.

  • Ellevest Inc reported no remaining Hurco Companies Inc position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 45 Hurco Companies Inc shares in Q3 2020, an estimated $1K.
  • Ellevest Inc first reported a position in Hurco Companies Inc in Q4 2019 and held it in 3 quarters.
  • Ellevest Inc's Hurco Companies Inc position peaked at $1K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.