UMB Bank’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

UMB Bank’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	-3,548	Closed	-$27.4K	–	2160
2024 Q2	$27.4K	Hold	3,548	–	–	﹤0.01%	975
2024 Q1	$31.6K	Hold	3,548	–	–	﹤0.01%	944
2023 Q4	$36.5K	Hold	3,548	–	–	﹤0.01%	906
2023 Q3	$34.8K	Hold	3,548	–	–	﹤0.01%	923
2023 Q2	$52K	Hold	3,548	–	–	﹤0.01%	839
2023 Q1	$50.3K	Hold	3,548	–	–	﹤0.01%	836
2022 Q4	$51K	Hold	3,548	–	–	﹤0.01%	839
2022 Q3	$64K	Hold	3,548	–	–	﹤0.01%	813
2022 Q2	$99K	Sell	3,548 -927	-21%	-$34K	﹤0.01%	756
2022 Q1	$226K	Buy	4,475 +2,005	+81%	+$91.1K	﹤0.01%	632
2021 Q4	$123K	Buy	+2,470	New	+$182K	﹤0.01%	767

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UMB Bank's HUCK Position: Q3 2024 in Review

UMB Bank sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2024, closing a stake of 3,548 shares — an estimated $27.4K sold.

UMB Bank first reported a position in HUCK in Q4 2021 and held it in 11 quarters. The position peaked at $226K in Q1 2022. 110 funds tracked by Wall St. Rank hold HUCK as of Q3 2024.

UMB Bank reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2024 after selling out during the quarter.
UMB Bank sold 3,548 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2024, an estimated $27.4K.
UMB Bank first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2021 and held it in 11 quarters.
UMB Bank's Huckleberry.ai, Inc. Class B Common Stock position peaked at $226K in Q1 2022.
110 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.