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Ergoteles’s Hurco Companies Inc HURC Stock Holding History

Ergoteles’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
Q4 		– Sell
-26,800
Closed -$865K – 1400
2021
Q3 		$865K Sell
26,800
-2,800
-9% -$93.2K 0.03% 418
2021
Q2 		$1.04M Buy
+29,600
New +$1.03M 0.02% 498

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
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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

Ergoteles's HURC Position: Q4 2021 in Review

Ergoteles sold out of Hurco Companies Inc (HURC) in Q4 2021, closing a stake of 26,800 shares — an estimated $865K sold.

Ergoteles first reported a position in HURC in Q2 2021 and held it in 2 quarters. The position peaked at $1.04M in Q2 2021. 60 funds tracked by Wall St. Rank hold HURC as of Q4 2021.

  • Ergoteles reported no remaining Hurco Companies Inc position as of Q4 2021 after selling out during the quarter.
  • Ergoteles sold 26,800 Hurco Companies Inc shares in Q4 2021, an estimated $865K.
  • Ergoteles first reported a position in Hurco Companies Inc in Q2 2021 and held it in 2 quarters.
  • Ergoteles's Hurco Companies Inc position peaked at $1.04M in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.