Bard Financial Services’s Uber UBER Stock Holding History

Bard Financial Services’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
2025 Q3	$1.24M	Sell	12,675 -1,200	-9%	-$112K	0.14%	111
2025 Q2	$1.29M	Sell	13,875 -400	-3%	-$32.9K	0.15%	103
2025 Q1	$1.04M	Buy	14,275 +1,225	+9%	+$88.3K	0.13%	113
2024 Q4	$787K	Sell	13,050 -3,825	-23%	-$273K	0.09%	121
2024 Q3	$1.27M	Sell	16,875 -5,050	-23%	-$356K	0.15%	104
2024 Q2	$1.59M	Sell	21,925 -12,475	-36%	-$867K	0.16%	99
2024 Q1	$2.65M	Sell	34,400 -19,050	-36%	-$1.37M	0.28%	76
2023 Q4	$3.29M	Sell	53,450 -22,550	-30%	-$1.18M	0.37%	63
2023 Q3	$3.5M	Sell	76,000 -7,540	-9%	-$344K	0.43%	59
2023 Q2	$3.61M	Sell	83,540 -16,190	-16%	-$602K	0.27%	88
2023 Q1	$3.16M	Buy	99,730 +5,850	+6%	+$186K	0.25%	87
2022 Q4	$2.32M	Buy	93,880 +7,800	+9%	+$213K	0.2%	104
2022 Q3	$2.28M	Sell	86,080 -3,475	-4%	-$96K	0.21%	101
2022 Q2	$1.83M	Buy	89,555 +38,815	+76%	+$1.03M	0.17%	112
2022 Q1	$1.81M	Buy	50,740 +29,890	+143%	+$1.07M	0.15%	114
2021 Q4	$874K	Buy	+20,850	New	+$899K	0.07%	159

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

Capital Research Global Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

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

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return