Envestnet Asset Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Envestnet Asset 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 Q2	–	Sell	-24,324	Closed	-$345K	–	3982
2023 Q1	$345K	Buy	24,324 +6,671	+38%	+$94K	﹤0.01%	3369
2022 Q4	$251K	Buy	17,653 +3,494	+25%	+$54.2K	﹤0.01%	3548
2022 Q3	$255K	Sell	14,159 -10,655	-43%	-$279K	﹤0.01%	3454
2022 Q2	$690K	Buy	24,814 +10,278	+71%	+$377K	﹤0.01%	2865
2022 Q1	$735K	Buy	14,536 +5,508	+61%	+$250K	﹤0.01%	2884
2021 Q4	$448K	Buy	+9,028	New	+$664K	﹤0.01%	3136

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Envestnet Asset Management's HUCK Position: Q2 2023 in Review

Envestnet Asset Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2023, closing a stake of 24,324 shares — an estimated $345K sold.

Envestnet Asset Management first reported a position in HUCK in Q4 2021 and held it in 6 quarters. The position peaked at $735K in Q1 2022. 135 funds tracked by Wall St. Rank hold HUCK as of Q2 2023.

Envestnet Asset Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2023 after selling out during the quarter.
Envestnet Asset Management sold 24,324 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2023, an estimated $345K.
Envestnet Asset Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2021 and held it in 6 quarters.
Envestnet Asset Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $735K in Q1 2022.
135 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2023.

Based on Envestnet Asset Management's 13F filing for Q2 2023, filed 4 Aug 2023.