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SYSTM Wealth Solutions’s Huron Consulting HURN Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-6,818
Closed -$659K – 804
2024
Q1 		$659K Sell
6,818
-290
-4% -$29.4K 0.08% 253
2023
Q4 		$731K Buy
7,108
+228
+3% +$23.4K 0.1% 232
2023
Q3 		$717K Sell
6,880
-507
-7% -$48.3K 0.11% 228
2023
Q2 		$627K Sell
7,387
-98
-1% -$8.04K 0.08% 284
2023
Q1 		$602K Sell
7,485
-89
-1% -$6.46K 0.09% 271
2022
Q4 		$550K Buy
+7,574
New +$557K 0.07% 326

Other funds holding HURN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYSTM Wealth Solutions's HURN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Huron Consulting (HURN) in Q2 2024, closing a stake of 6,818 shares — an estimated $659K sold.

SYSTM Wealth Solutions first reported a position in HURN in Q4 2022 and held it in 6 quarters. The position peaked at $731K in Q4 2023. 217 funds tracked by Wall St. Rank hold HURN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Huron Consulting position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,818 Huron Consulting shares in Q2 2024, an estimated $659K.
  • SYSTM Wealth Solutions first reported a position in Huron Consulting in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Huron Consulting position peaked at $731K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Huron Consulting as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.