EIM
HUCK

Essex Investment Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Essex Investment 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
2024
Q1 		– Sell
-154,647
Closed -$1.59M – 320
2023
Q4 		$1.59M Buy
154,647
+34,909
+29% +$323K 0.31% 121
2023
Q3 		$1.17M Sell
119,738
-2,403
-2% -$33.4K 0.19% 168
2023
Q2 		$1.79M Buy
122,141
+78,217
+178% +$1.16M 0.25% 141
2023
Q1 		$623K Buy
43,924
+8,414
+24% +$119K 0.09% 244
2022
Q4 		$506K Sell
35,510
-276
-0.8% -$4.28K 0.08% 248
2022
Q3 		$644K Buy
35,786
+11,078
+45% +$290K 0.1% 223
2022
Q2 		$687K Buy
24,708
+2,536
+11% +$93.1K 0.11% 228
2022
Q1 		$1.12M Buy
22,172
+1,081
+5% +$49.1K 0.14% 214
2021
Q4 		$1.05M Sell
21,091
-249
-1% -$18.3K 0.12% 224
2021
Q3 		$1.8M Hold
21,340
– – 0.22% 158
2021
Q2 		$1.73M Sell
21,340
-2,522
-11% -$165K 0.2% 171
2021
Q1 		$1.34M Sell
23,862
-2,268
-9% -$147K 0.16% 197
2020
Q4 		$1.67M Sell
26,130
-7,085
-21% -$305K 0.21% 156
2020
Q3 		$1.27M Buy
+33,215
New +$1.2M 0.18% 180

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Essex Investment Management's HUCK Position: Q1 2024 in Review

Essex Investment Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2024, closing a stake of 154,647 shares — an estimated $1.59M sold.

Essex Investment Management first reported a position in HUCK in Q3 2020 and held it in 14 quarters. The position peaked at $1.8M in Q3 2021. 129 funds tracked by Wall St. Rank hold HUCK as of Q1 2024.

  • Essex Investment Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2024 after selling out during the quarter.
  • Essex Investment Management sold 154,647 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2024, an estimated $1.59M.
  • Essex Investment Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2020 and held it in 14 quarters.
  • Essex Investment Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1.8M in Q3 2021.
  • 129 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2024.

Based on Essex Investment Management's 13F filing for Q1 2024, filed 3 May 2024.