AWM
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Avitas Wealth Management’s Uber UBER Stock Holding History

Avitas 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
Q4 		$3.15M Sell
52,178
-522
-1% -$37.3K 0.44% 56
2024
Q3 		$3.96M Sell
52,700
-1,157
-2% -$81.5K 0.56% 46
2024
Q2 		$3.91M Sell
53,857
-1,046
-2% -$72.7K 0.57% 42
2024
Q1 		$4.23M Sell
54,903
-104
-0.2% -$7.46K 0.64% 41
2023
Q4 		$3.39M Buy
55,007
+875
+2% +$45.8K 0.57% 45
2023
Q3 		$2.49M Buy
54,132
+6,902
+15% +$315K 0.47% 56
2023
Q2 		$2.04M Sell
47,230
-420
-0.9% -$15.6K 0.37% 79
2023
Q1 		$1.51M Buy
47,650
+33,785
+244% +$1.07M 0.3% 95
2022
Q4 		$343K Buy
+13,865
New +$379K 0.07% 163
2022
Q2 		– Sell
-9,223
Closed -$329K – 232
2022
Q1 		$329K Sell
9,223
-23,322
-72% -$839K 0.06% 175
2021
Q4 		$1.36M Sell
32,545
-7,029
-18% -$303K 0.23% 112
2021
Q3 		$1.77M Buy
39,574
+15,915
+67% +$695K 0.32% 109
2021
Q2 		$1.19M Buy
23,659
+760
+3% +$39.7K 0.21% 127
2021
Q1 		$1.25M Buy
22,899
+1,250
+6% +$69.8K 0.24% 121
2020
Q4 		$1.1M Buy
21,649
+10,095
+87% +$452K 0.22% 132
2020
Q3 		$421K Buy
11,554
+570
+5% +$18.8K 0.12% 159
2020
Q2 		$341K Buy
+10,984
New +$342K 0.11% 147

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return