BFG
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Beacon Financial Group’s Uber UBER Stock Holding History

Beacon Financial Group’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
Q3 		– Sell
-15,436
Closed -$657K – 240
2023
Q2 		$657K Sell
15,436
-1,605
-9% -$59.7K 0.09% 157
2023
Q1 		$541K Sell
17,041
-3,309
-16% -$105K 0.08% 172
2022
Q4 		$509K Buy
+20,350
New +$557K 0.07% 183

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Beacon Financial Group's UBER Position: Q3 2023 in Review

Beacon Financial Group sold out of Uber (UBER) in Q3 2023, closing a stake of 15,436 shares — an estimated $657K sold.

Beacon Financial Group first reported a position in UBER in Q4 2022 and held it in 3 quarters. The position peaked at $657K in Q2 2023. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Beacon Financial Group reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
  • Beacon Financial Group sold 15,436 Uber shares in Q3 2023, an estimated $657K.
  • Beacon Financial Group first reported a position in Uber in Q4 2022 and held it in 3 quarters.
  • Beacon Financial Group's Uber position peaked at $657K in Q2 2023.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Beacon Financial Group's 13F filing for Q3 2023, filed 16 Oct 2023.