Rockefeller Capital Management
HURC icon

Rockefeller Capital Management’s Hurco Companies Inc HURC Stock Holding History

Rockefeller Capital Management’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
Q1 		– Sell
-377
Closed -$9K – 2852
2022
Q4 		$9K Buy
+377
New +$9.35K ﹤0.01% 3120
2022
Q3 		– Sell
-329
Closed -$8K – 4100
2022
Q2 		$8K Buy
+329
New +$9.1K ﹤0.01% 3232

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockefeller Capital Management's HURC Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Hurco Companies Inc (HURC) in Q1 2023, closing a stake of 377 shares — an estimated $9K sold.

Rockefeller Capital Management first reported a position in HURC in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q4 2022. 58 funds tracked by Wall St. Rank hold HURC as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Hurco Companies Inc position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 377 Hurco Companies Inc shares in Q1 2023, an estimated $9K.
  • Rockefeller Capital Management first reported a position in Hurco Companies Inc in Q2 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's Hurco Companies Inc position peaked at $9K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.