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UFF
HURN icon

USA Financial Formulas’s Huron Consulting HURN Stock Holding History

USA Financial Formulas’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-373
Closed -$51.3K – 295
2025
Q2
$51.3K Sell
373
-422
-53% -$60K 0.01% 208
2025
Q1
$114K Buy
+795
New +$107K 0.02% 171
2024
Q1
– Sell
-1,012
Closed -$104K – 355
2023
Q4
$104K Buy
1,012
+982
+3,273% +$101K 0.02% 168
2023
Q3
$3.13K Buy
+30
New +$2.86K ﹤0.01% 292
2022
Q3
$257K Buy
3,876
+1,100
+40% +$73K 0.41% 46
2022
Q2
$180K Buy
+2,776
New +$157K 0.22% 70
2020
Q1
– Sell
-6,267
Closed -$431K – 259
2019
Q4
$431K Buy
+6,267
New +$407K 0.18% 92

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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