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Shufro Rose & Co’s Hurco Companies Inc HURC Stock Holding History

Shufro Rose & Co’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
2024
Q4 		– Sell
-11,650
Closed -$178K – 312
2024
Q3 		$178K Hold
11,650
– – 0.01% 289
2024
Q2 		$178K Hold
11,650
– – 0.01% 289
2024
Q1 		$235K Sell
11,650
-2,150
-16% -$50.6K 0.02% 257
2023
Q4 		$310K Hold
13,800
– – 0.03% 217
2023
Q3 		$310K Hold
13,800
– – 0.03% 215
2023
Q2 		$299K Hold
13,800
– – 0.03% 226
2023
Q1 		$349K Buy
13,800
+1,000
+8% +$27.6K 0.03% 210
2022
Q4 		$334K Hold
12,800
– – 0.03% 219
2022
Q3 		$288K Sell
12,800
-1,060
-8% -$26K 0.03% 228
2022
Q2 		$343K Buy
13,860
+2,700
+24% +$74.7K 0.03% 211
2022
Q1 		$352K Sell
11,160
-1,440
-11% -$46.8K 0.03% 220
2021
Q4 		$374K Sell
12,600
-2,000
-14% -$63.7K 0.03% 208
2021
Q3 		$471K Hold
14,600
– – 0.04% 175
2021
Q2 		$511K Buy
14,600
+500
+4% +$17.4K 0.04% 162
2021
Q1 		$498K Buy
14,100
+2,500
+22% +$80.8K 0.04% 163
2020
Q4 		$348K Hold
11,600
– – 0.03% 195
2020
Q3 		$329K Hold
11,600
– – 0.03% 201
2020
Q2 		$324K Hold
11,600
– – 0.03% 196
2020
Q1 		$338K Buy
11,600
+6,000
+107% +$180K 0.04% 182
2019
Q4 		$215K Buy
+5,600
New +$197K 0.02% 270

Other funds holding HURC

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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Shufro Rose & Co's HURC Position: Q4 2024 in Review

Shufro Rose & Co sold out of Hurco Companies Inc (HURC) in Q4 2024, closing a stake of 11,650 shares — an estimated $178K sold.

Shufro Rose & Co first reported a position in HURC in Q4 2019 and held it in 20 quarters. The position peaked at $511K in Q2 2021. 49 funds tracked by Wall St. Rank hold HURC as of Q4 2024.

  • Shufro Rose & Co reported no remaining Hurco Companies Inc position as of Q4 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 11,650 Hurco Companies Inc shares in Q4 2024, an estimated $178K.
  • Shufro Rose & Co first reported a position in Hurco Companies Inc in Q4 2019 and held it in 20 quarters.
  • Shufro Rose & Co's Hurco Companies Inc position peaked at $511K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.