KFS
HUCK

Kelly Financial Services’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-100
Closed -$772 – 264
2024
Q2 		$772 Hold
100
– – ﹤0.01% 674
2024
Q1 		$892 Hold
100
– – ﹤0.01% 686
2023
Q4 		$1.03K Hold
100
– – ﹤0.01% 649
2023
Q3 		$981 Buy
+100
New +$1.39K ﹤0.01% 621

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
TAC
Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kelly Financial Services's HUCK Position: Q3 2024 in Review

Kelly Financial Services sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2024, closing a stake of 100 shares — an estimated $772 sold.

Kelly Financial Services first reported a position in HUCK in Q3 2023 and held it in 4 quarters. The position peaked at $1.03K in Q4 2023. 110 funds tracked by Wall St. Rank hold HUCK as of Q3 2024.

  • Kelly Financial Services reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 100 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2024, an estimated $772.
  • Kelly Financial Services first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2023 and held it in 4 quarters.
  • Kelly Financial Services's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1.03K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.