Advisory Research’s Uber UBER Stock Holding History

Advisory Research’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 Q1	–	Sell	-20,703	Closed	-$1.27M	–	313
2023 Q4	$1.27M	Sell	20,703 -16,412	-44%	-$859K	0.2%	137
2023 Q3	$1.71M	Sell	37,115 -22,720	-38%	-$1.04M	0.24%	122
2023 Q2	$2.58M	Buy	+59,835	New	+$2.22M	0.33%	85
2019 Q3	–	Sell	-4,836	Closed	-$224K	–	363
2019 Q2	$224K	Buy	+4,836	New	+$205K	﹤0.01%	351

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisory Research's UBER Position: Q1 2024 in Review

Advisory Research sold out of Uber (UBER) in Q1 2024, closing a stake of 20,703 shares — an estimated $1.27M sold.

Advisory Research first reported a position in UBER in Q2 2019 and held it in 4 quarters. The position peaked at $2.58M in Q2 2023. 1,713 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

Advisory Research reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 20,703 Uber shares in Q1 2024, an estimated $1.27M.
Advisory Research first reported a position in Uber in Q2 2019 and held it in 4 quarters.
Advisory Research's Uber position peaked at $2.58M in Q2 2023.
1,713 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.