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B.O.S.S. Retirement Advisors’s Uber UBER Stock Holding History

B.O.S.S. Retirement 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
Q4 		– Sell
-21,933
Closed -$1.65M – 288
2024
Q3 		$1.65M Buy
21,933
+2,058
+10% +$145K 0.33% 84
2024
Q2 		$1.44M Buy
+19,875
New +$1.38M 0.37% 73

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
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 $1.56T 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

B.O.S.S. Retirement Advisors's UBER Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Uber (UBER) in Q4 2024, closing a stake of 21,933 shares — an estimated $1.65M sold.

B.O.S.S. Retirement Advisors first reported a position in UBER in Q2 2024 and held it in 2 quarters. The position peaked at $1.65M in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 21,933 Uber shares in Q4 2024, an estimated $1.65M.
  • B.O.S.S. Retirement Advisors first reported a position in Uber in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Uber position peaked at $1.65M in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.