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

Stifel Financial’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 Q3	–	Sell	-19,083	Closed	-$531K	–	3308
2022 Q2	$531K	Sell	19,083 -388	-2%	-$14.2K	﹤0.01%	2424
2022 Q1	$985K	Buy	19,471 +2,777	+17%	+$126K	﹤0.01%	2124
2021 Q4	$828K	Sell	16,694 -5,153	-24%	-$379K	﹤0.01%	2260
2021 Q3	$1.84M	Buy	21,847 +752	+4%	+$64.4K	﹤0.01%	1635
2021 Q2	$1.71M	Buy	21,095 +3,616	+21%	+$237K	﹤0.01%	1722
2021 Q1	$984K	Sell	17,479 -3,998	-19%	-$260K	﹤0.01%	1999
2020 Q4	$1.37M	Buy	+21,477	New	+$926K	﹤0.01%	1624
2018 Q4	–	Sell	-77,109	Closed	-$1.65M	–	2705
2018 Q3	$1.65M	Buy	+77,109	New	+$1.53M	﹤0.01%	1372

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

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

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

GIM

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

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

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

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Stifel Financial's HUCK Position: Q3 2022 in Review

Stifel Financial sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2022, closing a stake of 19,083 shares — an estimated $531K sold.

Stifel Financial first reported a position in HUCK in Q3 2018 and held it in 8 quarters. The position peaked at $1.84M in Q3 2021. 145 funds tracked by Wall St. Rank hold HUCK as of Q3 2022.

Stifel Financial reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2022 after selling out during the quarter.
Stifel Financial sold 19,083 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2022, an estimated $531K.
Stifel Financial first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2018 and held it in 8 quarters.
Stifel Financial's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1.84M in Q3 2021.
145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.