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HURC icon

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% +$99.8K 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

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $4.21B 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 $431B 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