Unison Advisors’s Hurco Companies Inc HURC Stock Holding History

Unison Advisors’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
2022 Q1	–	Sell	-10,165	Closed	-$303K	–	187
2021 Q4	$303K	Buy	10,165 +44	+0.4%	+$1.4K	0.07%	160
2021 Q3	$327K	Buy	10,121 +39	+0.4%	+$1.3K	0.08%	147
2021 Q2	$354K	Buy	10,082 +36	+0.4%	+$1.25K	0.07%	146
2021 Q1	$356K	Buy	10,046 +43	+0.4%	+$1.39K	0.07%	146
2020 Q4	$300K	Buy	10,003 +44	+0.4%	+$1.34K	0.07%	142
2020 Q3	$283K	Buy	9,959 +45	+0.5%	+$1.31K	0.08%	103
2020 Q2	$279K	Buy	9,914 +43	+0.4%	+$1.26K	0.09%	97
2020 Q1	$289K	Buy	9,871 +32	+0.3%	+$958	0.31%	82
2019 Q4	$379K	Buy	9,839 +34	+0.3%	+$1.2K	0.27%	87
2019 Q3	$317K	Buy	9,805 +32	+0.3%	+$1.07K	0.24%	89
2019 Q2	$349K	Buy	9,773 +26	+0.3%	+$983	0.26%	92
2019 Q1	$395K	Buy	9,747 +28	+0.3%	+$1.11K	0.29%	84
2018 Q4	$347K	Buy	9,719 +22	+0.2%	+$879	0.27%	84
2018 Q3	$438K	Buy	9,697 +22	+0.2%	+$966	0.31%	79
2018 Q2	$434K	Buy	9,675 +20	+0.2%	+$919	0.32%	79
2018 Q1	$444K	Buy	9,655 +20	+0.2%	+$895	0.33%	75
2017 Q4	$407K	Buy	+9,635	New	+$419K	0.3%	78

Other funds holding HURC

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Unison Advisors's HURC Position: Q1 2022 in Review

Unison Advisors sold out of Hurco Companies Inc (HURC) in Q1 2022, closing a stake of 10,165 shares — an estimated $303K sold.

Unison Advisors first reported a position in HURC in Q4 2017 and held it in 17 quarters. The position peaked at $444K in Q1 2018. 56 funds tracked by Wall St. Rank hold HURC as of Q1 2022.

Unison Advisors reported no remaining Hurco Companies Inc position as of Q1 2022 after selling out during the quarter.
Unison Advisors sold 10,165 Hurco Companies Inc shares in Q1 2022, an estimated $303K.
Unison Advisors first reported a position in Hurco Companies Inc in Q4 2017 and held it in 17 quarters.
Unison Advisors's Hurco Companies Inc position peaked at $444K in Q1 2018.
56 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q1 2022.

Based on Unison Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.