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Juniper Investment Company’s Hurco Companies Inc HURC Stock Holding History

Juniper Investment Company’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
2023
Q4 		– Sell
-33,880
Closed -$760K – 11
2023
Q3 		$760K Buy
+33,880
New +$737K 0.48% 10

Other funds holding HURC

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Juniper Investment Company's HURC Position: Q4 2023 in Review

Juniper Investment Company sold out of Hurco Companies Inc (HURC) in Q4 2023, closing a stake of 33,880 shares — an estimated $760K sold.

Juniper Investment Company first reported a position in HURC in Q3 2023 and held it in 1 quarter. The position peaked at $760K in Q3 2023. 58 funds tracked by Wall St. Rank hold HURC as of Q4 2023.

  • Juniper Investment Company reported no remaining Hurco Companies Inc position as of Q4 2023 after selling out during the quarter.
  • Juniper Investment Company sold 33,880 Hurco Companies Inc shares in Q4 2023, an estimated $760K.
  • Juniper Investment Company first reported a position in Hurco Companies Inc in Q3 2023 and held it in 1 quarter.
  • Juniper Investment Company's Hurco Companies Inc position peaked at $760K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q4 2023.

Based on Juniper Investment Company's 13F filing for Q4 2023, filed 14 Feb 2024.