Simplicity Wealth’s Huron Consulting HURN Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-5,928	Closed	-$584K	–	806
2024 Q2	$584K	Buy	+5,928	New	+$545K	0.01%	695

Other funds holding HURN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simplicity Wealth's HURN Position: Q3 2024 in Review

Simplicity Wealth sold out of Huron Consulting (HURN) in Q3 2024, closing a stake of 5,928 shares — an estimated $584K sold.

Simplicity Wealth first reported a position in HURN in Q2 2024 and held it in 1 quarter. The position peaked at $584K in Q2 2024. 228 funds tracked by Wall St. Rank hold HURN as of Q3 2024.

Simplicity Wealth reported no remaining Huron Consulting position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 5,928 Huron Consulting shares in Q3 2024, an estimated $584K.
Simplicity Wealth first reported a position in Huron Consulting in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Huron Consulting position peaked at $584K in Q2 2024.
228 funds tracked by Wall St. Rank held Huron Consulting as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.