DIM
HUCK

DC Investments Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

DC Investments Management’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
2023
Q4 		– Sell
-24,006
Closed -$235K – 79
2023
Q3 		$235K Hold
24,006
– – 0.3% 76
2023
Q2 		$352K Hold
24,006
– – 0.41% 54
2023
Q1 		$341K Hold
24,006
– – 0.41% 48
2022
Q4 		$342K Buy
+24,006
New +$372K 0.43% 54
2022
Q3 		– Sell
-10,236
Closed -$285K – 35
2022
Q2 		$285K Buy
+10,236
New +$376K 0.65% 26

Other funds holding HUCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

DC Investments Management's HUCK Position: Q4 2023 in Review

DC Investments Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2023, closing a stake of 24,006 shares — an estimated $235K sold.

DC Investments Management first reported a position in HUCK in Q2 2022 and held it in 5 quarters. The position peaked at $352K in Q2 2023. 138 funds tracked by Wall St. Rank hold HUCK as of Q4 2023.

  • DC Investments Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2023 after selling out during the quarter.
  • DC Investments Management sold 24,006 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2023, an estimated $235K.
  • DC Investments Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2022 and held it in 5 quarters.
  • DC Investments Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $352K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2023.

Based on DC Investments Management's 13F filing for Q4 2023, filed 13 Feb 2024.