Beach Investment Counsel’s Uber UBER Stock Holding History

Beach Investment Counsel’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 Q1	$401K	Hold	5,500	–	–	0.06%	96
2024 Q4	$332K	Hold	5,500	–	–	0.04%	102
2024 Q3	$413K	Hold	5,500	–	–	0.05%	110
2024 Q2	$400K	Hold	5,500	–	–	0.05%	110
2024 Q1	$339K	Hold	5,500	–	–	0.04%	129
2023 Q4	$339K	Hold	5,500	–	–	0.04%	129
2023 Q3	$253K	Hold	5,500	–	–	0.03%	145
2023 Q2	$237K	Buy	+5,500	New	+$204K	0.03%	147
2022 Q4	–	Sell	-209,844	Closed	-$5.56M	–	157
2022 Q3	$5.56M	Buy	+209,844	New	+$5.8M	0.79%	35
2022 Q1	–	Sell	-135,532	Closed	-$5.68M	–	175
2021 Q4	$5.68M	Buy	+135,532	New	+$5.84M	0.75%	41
2020 Q3	–	Sell	-130,949	Closed	-$4.07M	–	147
2020 Q2	$4.07M	Buy	130,949 +118,509	+953%	+$3.69M	0.54%	50
2020 Q1	$347K	Buy	+12,440	New	+$409K	0.06%	109

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 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

PIF

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Beach Investment Counsel's UBER Position: Q1 2025 in Review

Beach Investment Counsel held its Uber (UBER) position steady in Q1 2025 at 5,500 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #96.

Beach Investment Counsel first reported a position in UBER in Q1 2020 and has held it in 12 quarters since. The position peaked at $5.68M in Q4 2021. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Beach Investment Counsel held 5,500 shares of Uber worth $401K as of Q1 2025.
Beach Investment Counsel left its Uber share count unchanged in Q1 2025.
Uber made up 0.06% of Beach Investment Counsel's portfolio in Q1 2025, its #96 holding.
Beach Investment Counsel first reported a position in Uber in Q1 2020 and has held it in 12 quarters since.
Beach Investment Counsel's Uber position peaked at $5.68M in Q4 2021.
2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.