Sheets Smith Wealth Management’s Hurco Companies Inc HURC Stock Holding History

Sheets Smith Wealth 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
2021 Q4	–	Sell	-12,371	Closed	-$399K	–	387
2021 Q3	$399K	Hold	12,371	–	–	0.05%	251
2021 Q2	$433K	Hold	12,371	–	–	0.06%	245
2021 Q1	$437K	Buy	12,371 +3,085	+33%	+$100K	0.06%	224
2020 Q4	$279K	Buy	9,286 +270	+3%	+$8.22K	0.04%	286
2020 Q3	$256K	Hold	9,016	–	–	0.04%	254
2020 Q2	$252K	Sell	9,016 -1,800	-17%	-$52.8K	0.05%	215
2020 Q1	$315K	Buy	10,816 +552	+5%	+$16.5K	0.07%	202
2019 Q4	$394K	Buy	+10,264	New	+$361K	0.08%	234
2019 Q2	–	Sell	-5,436	Closed	-$219K	–	322
2019 Q1	$219K	Buy	+5,436	New	+$215K	0.05%	295
2018 Q4	–	Sell	-5,647	Closed	-$255K	–	297
2018 Q3	$255K	Buy	+5,647	New	+$248K	0.05%	303

Other funds holding HURC

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Sheets Smith Wealth Management's HURC Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of Hurco Companies Inc (HURC) in Q4 2021, closing a stake of 12,371 shares — an estimated $399K sold.

Sheets Smith Wealth Management first reported a position in HURC in Q3 2018 and held it in 10 quarters. The position peaked at $437K in Q1 2021. 60 funds tracked by Wall St. Rank hold HURC as of Q4 2021.

Sheets Smith Wealth Management reported no remaining Hurco Companies Inc position as of Q4 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 12,371 Hurco Companies Inc shares in Q4 2021, an estimated $399K.
Sheets Smith Wealth Management first reported a position in Hurco Companies Inc in Q3 2018 and held it in 10 quarters.
Sheets Smith Wealth Management's Hurco Companies Inc position peaked at $437K in Q1 2021.
60 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.