Cerity Partners’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Cerity Partners’s Portfolio HUCK Stock Details HUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,368	Closed	-$200K	–	1026
2021 Q3	$200K	Buy	+2,368	New	+$203K	﹤0.01%	650
2020 Q3	–	Sell	-7,511	Closed	-$242K	–	508
2020 Q2	$242K	Sell	7,511 -35,035	-82%	-$780K	0.01%	381
2020 Q1	$423K	Buy	42,546 +3,959	+10%	+$79.8K	0.03%	301
2019 Q4	$838K	Buy	38,587 +7,148	+23%	+$132K	0.04%	262
2019 Q3	$502K	Buy	31,439 +2,098	+7%	+$50.6K	0.03%	322
2019 Q2	$802K	Buy	29,341 +22,276	+315%	+$774K	0.05%	262
2019 Q1	$285K	Buy	+7,065	New	+$217K	0.02%	434

Other funds holding HUCK

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners's HUCK Position: Q4 2021 in Review

Cerity Partners sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2021, closing a stake of 2,368 shares — an estimated $200K sold.

Cerity Partners first reported a position in HUCK in Q1 2019 and held it in 7 quarters. The position peaked at $838K in Q4 2019. 189 funds tracked by Wall St. Rank hold HUCK as of Q4 2021.

Cerity Partners reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2021 after selling out during the quarter.
Cerity Partners sold 2,368 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2021, an estimated $200K.
Cerity Partners first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2019 and held it in 7 quarters.
Cerity Partners's Huckleberry.ai, Inc. Class B Common Stock position peaked at $838K in Q4 2019.
189 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2021.

Based on Cerity Partners's 13F filing for Q4 2021, filed 14 Feb 2022.