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Baystate Wealth Management’s Uber UBER Stock Holding History

Baystate 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
2023
Q4 		$23.7K Sell
384
-16
-4% -$837 ﹤0.01% 521
2023
Q3 		$18.4K Sell
400
-100
-20% -$4.57K ﹤0.01% 489
2023
Q2 		$21.6K Buy
+500
New +$18.6K ﹤0.01% 449

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

Baystate Wealth Management's UBER Position: Q4 2023 in Review

Baystate Wealth Management reduced its Uber (UBER) stake by 4% in Q4 2023, selling an estimated $837 and leaving 384 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Baystate Wealth Management first reported a position in UBER in Q2 2023 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

  • Baystate Wealth Management held 384 shares of Uber worth $23.7K as of Q4 2023.
  • Baystate Wealth Management sold 16 Uber shares in Q4 2023, an estimated $837.
  • Uber made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #521 holding.
  • Baystate Wealth Management first reported a position in Uber in Q2 2023 and has held it in 3 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.