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Avalon Investment & Advisory’s Uber UBER Stock Holding History

Avalon Investment & Advisory’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
2021
Q3 		– Sell
-4,350
Closed -$218K – 365
2021
Q2 		$218K Buy
+4,350
New +$227K ﹤0.01% 343
2020
Q3 		– Sell
-11,526
Closed -$358K – 335
2020
Q2 		$358K Buy
+11,526
New +$359K 0.01% 260

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avalon Investment & Advisory's UBER Position: Q3 2021 in Review

Avalon Investment & Advisory sold out of Uber (UBER) in Q3 2021, closing a stake of 4,350 shares — an estimated $218K sold.

Avalon Investment & Advisory first reported a position in UBER in Q2 2020 and held it in 2 quarters. The position peaked at $358K in Q2 2020. 1,093 funds tracked by Wall St. Rank hold UBER as of Q3 2021.

  • Avalon Investment & Advisory reported no remaining Uber position as of Q3 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,350 Uber shares in Q3 2021, an estimated $218K.
  • Avalon Investment & Advisory first reported a position in Uber in Q2 2020 and held it in 2 quarters.
  • Avalon Investment & Advisory's Uber position peaked at $358K in Q2 2020.
  • 1,093 funds tracked by Wall St. Rank held Uber as of Q3 2021.

Based on Avalon Investment & Advisory's 13F filing for Q3 2021, filed 8 Nov 2021.