SkyOak Wealth’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-11,634	Closed	-$209K	–	235
2022 Q3	$209K	Hold	11,634	–	–	0.07%	192
2022 Q2	$323K	Buy	11,634 +750	+7%	+$27.5K	0.11%	145
2022 Q1	$550K	Buy	10,884 +1,750	+19%	+$79.5K	0.15%	122
2021 Q4	$453K	Sell	9,134 -32	-0.3%	-$2.35K	0.12%	141
2021 Q3	$774K	Sell	9,166 -2,211	-19%	-$189K	0.21%	97
2021 Q2	$920K	Sell	11,377 -423	-4%	-$27.7K	0.25%	88
2021 Q1	$795K	Sell	11,800 -931	-7%	-$60.5K	0.22%	98
2020 Q4	$812K	Buy	12,731 +710	+6%	+$30.6K	0.25%	96
2020 Q3	$461K	Buy	12,021 +1,692	+16%	+$61K	0.17%	124
2020 Q2	$332K	Buy	+10,329	New	+$230K	0.12%	168

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SkyOak Wealth's HUCK Position: Q4 2022 in Review

SkyOak Wealth sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2022, closing a stake of 11,634 shares — an estimated $209K sold.

SkyOak Wealth first reported a position in HUCK in Q2 2020 and held it in 10 quarters. The position peaked at $920K in Q2 2021. 154 funds tracked by Wall St. Rank hold HUCK as of Q4 2022.

SkyOak Wealth reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2022 after selling out during the quarter.
SkyOak Wealth sold 11,634 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2022, an estimated $209K.
SkyOak Wealth first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2020 and held it in 10 quarters.
SkyOak Wealth's Huckleberry.ai, Inc. Class B Common Stock position peaked at $920K in Q2 2021.
154 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2022.

Based on SkyOak Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.