Axiom Advisory’s Uber UBER Stock Holding History

Axiom 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
2024 Q3	$80.2M	Buy	1,139,340 +26,298	+2%	+$1.85M	0.75%	18
2024 Q2	$77.3M	Buy	1,113,042 +1,094,803	+6,003%	+$76.1M	0.84%	18
2024 Q1	$1.4M	Buy	18,239 +489	+3%	+$35.1K	1.03%	18
2023 Q4	$1.09M	Hold	17,750	–	–	0.88%	19
2023 Q3	$816K	Hold	17,750	–	–	0.73%	19
2023 Q2	$766K	Hold	17,750	–	–	0.68%	19
2023 Q1	$558K	Hold	17,750	–	–	0.53%	20
2022 Q4	$439K	Hold	17,750	–	–	0.46%	22
2022 Q3	$471K	Hold	17,750	–	–	0.56%	19
2022 Q2	$363K	Hold	17,750	–	–	0.4%	24
2022 Q1	$633K	Hold	17,750	–	–	0.53%	21
2021 Q4	$745K	Buy	+17,750	New	+$765K	0.61%	20

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

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

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

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

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

Axiom Advisory's UBER Position: Q3 2024 in Review

Axiom Advisory increased its Uber (UBER) stake by 2.4% in Q3 2024, buying an estimated $1.85M and bringing the position to 1,139,340 shares worth $80.2M. The position accounts for 0.75% of the portfolio, ranked #18.

Axiom Advisory first reported a position in UBER in Q4 2021 and has held it in 12 quarters since. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

Axiom Advisory held 1,139,340 shares of Uber worth $80.2M as of Q3 2024.
Axiom Advisory bought 26,298 Uber shares in Q3 2024, an estimated $1.85M.
Uber made up 0.75% of Axiom Advisory's portfolio in Q3 2024, its #18 holding.
Axiom Advisory first reported a position in Uber in Q4 2021 and has held it in 12 quarters since.
1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.