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Bartlett & Co’s Uber UBER Stock Holding History

Bartlett & Co’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
2023
Q4 		$45K Buy
712
+495
+228% +$25.9K ﹤0.01% 727
2023
Q3 		$10K Buy
217
+17
+9% +$777 ﹤0.01% 931
2023
Q2 		$9K Hold
200
– – ﹤0.01% 940
2023
Q1 		$6K Hold
200
– – ﹤0.01% 877
2022
Q4 		$5K Hold
200
– – ﹤0.01% 931
2022
Q3 		$5K Sell
200
-147
-42% -$4.06K ﹤0.01% 934
2022
Q2 		$7K Buy
347
+147
+74% +$3.9K ﹤0.01% 957
2022
Q1 		$7K Buy
+200
New +$7.19K ﹤0.01% 880
2021
Q3 		– Sell
-62
Closed -$3K – 1071
2021
Q2 		$3K Hold
62
– – ﹤0.01% 813
2021
Q1 		$3K Hold
62
– – ﹤0.01% 847
2020
Q4 		$3K Buy
+62
New +$2.78K ﹤0.01% 876

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co's UBER Position: Q4 2023 in Review

Bartlett & Co increased its Uber (UBER) stake by 228% in Q4 2023, buying an estimated $25.9K and bringing the position to 712 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Bartlett & Co first reported a position in UBER in Q4 2020 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

  • Bartlett & Co held 712 shares of Uber worth $45K as of Q4 2023.
  • Bartlett & Co bought 495 Uber shares in Q4 2023, an estimated $25.9K.
  • Uber made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #727 holding.
  • Bartlett & Co first reported a position in Uber in Q4 2020 and has held it in 11 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.