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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 – 231
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avitas Wealth Management's UBER Position: Q4 2024 in Review

Avitas Wealth Management reduced its Uber (UBER) stake by 0.99% in Q4 2024, selling an estimated $37.3K and leaving 52,178 shares worth $3.15M. The position accounts for 0.44% of the portfolio, ranked #56.

Avitas Wealth Management first reported a position in UBER in Q2 2020 and has held it in 17 quarters since. The position peaked at $4.23M in Q1 2024. 1,962 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Avitas Wealth Management held 52,178 shares of Uber worth $3.15M as of Q4 2024.
  • Avitas Wealth Management sold 522 Uber shares in Q4 2024, an estimated $37.3K.
  • Uber made up 0.44% of Avitas Wealth Management's portfolio in Q4 2024, its #56 holding.
  • Avitas Wealth Management first reported a position in Uber in Q2 2020 and has held it in 17 quarters since.
  • Avitas Wealth Management's Uber position peaked at $4.23M in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.