Moody National Bank Trust Division’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-17,123	Closed	-$251K	–	611
2023 Q2	$251K	Sell	17,123 -5,222	-23%	-$77.1K	0.02%	556
2023 Q1	$317K	Buy	22,345 +6,995	+46%	+$98.5K	0.03%	496
2022 Q4	$219K	Hold	15,350	–	–	0.02%	555
2022 Q3	$276K	Buy	15,350 +4,550	+42%	+$119K	0.03%	494
2022 Q2	$300K	Buy	+10,800	New	+$396K	0.03%	405

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Moody National Bank Trust Division's HUCK Position: Q3 2023 in Review

Moody National Bank Trust Division sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2023, closing a stake of 17,123 shares — an estimated $251K sold.

Moody National Bank Trust Division first reported a position in HUCK in Q2 2022 and held it in 5 quarters. The position peaked at $317K in Q1 2023. 130 funds tracked by Wall St. Rank hold HUCK as of Q3 2023.

Moody National Bank Trust Division reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 17,123 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2023, an estimated $251K.
Moody National Bank Trust Division first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2022 and held it in 5 quarters.
Moody National Bank Trust Division's Huckleberry.ai, Inc. Class B Common Stock position peaked at $317K in Q1 2023.
130 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2023.

Based on Moody National Bank Trust Division's 13F filing for Q3 2023, filed 12 Oct 2023.