LFAS
HURN icon

Level Four Advisory Services’s Huron Consulting HURN Stock Holding History

Level Four Advisory Services’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,401
Closed -$761K – 806
2024
Q1 		$761K Buy
7,401
+184
+3% +$18.6K 0.04% 359
2023
Q4 		$742K Sell
7,217
-2,356
-25% -$242K 0.04% 361
2023
Q3 		$997K Sell
9,573
-1,784
-16% -$170K 0.06% 279
2023
Q2 		$964K Buy
11,357
+1,023
+10% +$83.9K 0.06% 305
2023
Q1 		$831K Buy
10,334
+423
+4% +$30.7K 0.05% 315
2022
Q4 		$720K Sell
9,911
-572
-5% -$42.1K 0.05% 316
2022
Q3 		$694K Buy
10,483
+875
+9% +$58.1K 0.07% 260
2022
Q2 		$624K Buy
+9,608
New +$542K 0.06% 294

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return