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Alera Investment Advisors’s Uber UBER Stock Holding History

Alera Investment Advisors’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 		$286K Buy
3,799
+912
+32% +$64.2K 0.03% 211
2024
Q2 		$210K Buy
+2,887
New +$201K 0.03% 252

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

Alera Investment Advisors's UBER Position: Q3 2024 in Review

Alera Investment Advisors increased its Uber (UBER) stake by 32% in Q3 2024, buying an estimated $64.2K and bringing the position to 3,799 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #211.

Alera Investment Advisors first reported a position in UBER in Q2 2024 and has held it in 2 quarters since. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Alera Investment Advisors held 3,799 shares of Uber worth $286K as of Q3 2024.
  • Alera Investment Advisors bought 912 Uber shares in Q3 2024, an estimated $64.2K.
  • Uber made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #211 holding.
  • Alera Investment Advisors first reported a position in Uber in Q2 2024 and has held it in 2 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.