9WM
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9258 Wealth Management’s Uber UBER Stock Holding History

9258 Wealth Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$927K Buy
12,331
+246
+2% +$17.3K 0.14% 127
2024
Q2 		$878K Sell
12,085
-10
-0.1% -$695 0.14% 132
2024
Q1 		$931K Sell
12,095
-43
-0.4% -$3.09K 0.15% 131
2023
Q4 		$747K Buy
12,138
+4,185
+53% +$219K 0.13% 144
2023
Q3 		$366K Buy
+7,953
New +$363K 0.07% 217

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's UBER Position: Q3 2024 in Review

9258 Wealth Management increased its Uber (UBER) stake by 2% in Q3 2024, buying an estimated $17.3K and bringing the position to 12,331 shares worth $927K. The position accounts for 0.14% of the portfolio, ranked #127.

9258 Wealth Management first reported a position in UBER in Q3 2023 and has held it in 5 quarters since. The position peaked at $931K in Q1 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • 9258 Wealth Management held 12,331 shares of Uber worth $927K as of Q3 2024.
  • 9258 Wealth Management bought 246 Uber shares in Q3 2024, an estimated $17.3K.
  • Uber made up 0.14% of 9258 Wealth Management's portfolio in Q3 2024, its #127 holding.
  • 9258 Wealth Management first reported a position in Uber in Q3 2023 and has held it in 5 quarters since.
  • 9258 Wealth Management's Uber position peaked at $931K in Q1 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.