DI
HUCK

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

Disciplined Investments’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
2022
Q3 		– Sell
-5
Closed – – 1321
2022
Q2 		$0 Buy
5
+3
+150% +$110 ﹤0.01% 1347
2022
Q1 		$0 Buy
+2
New +$91 ﹤0.01% 1403

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Disciplined Investments's HUCK Position: Q3 2022 in Review

Disciplined Investments sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2022, closing a stake of 5 shares.

Disciplined Investments first reported a position in HUCK in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 145 funds tracked by Wall St. Rank hold HUCK as of Q3 2022.

  • Disciplined Investments reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 5 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2022.
  • Disciplined Investments first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's Huckleberry.ai, Inc. Class B Common Stock position peaked at $0 in Q2 2022.
  • 145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.