Bedel Financial Consulting’s Uber UBER Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-344	Closed	-$12K	–	849
2022 Q1	$12K	Sell	344 -41	-11%	-$1.47K	﹤0.01%	634
2021 Q4	$16K	Buy	385 +325	+542%	+$14K	0.01%	617
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	855
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	851
2021 Q1	$3K	Sell	60 -164	-73%	-$9.15K	﹤0.01%	819
2020 Q4	$11K	Hold	224	–	–	﹤0.01%	546
2020 Q3	$8K	Hold	224	–	–	﹤0.01%	552
2020 Q2	$7K	Sell	224 -240	-52%	-$7.48K	﹤0.01%	547
2020 Q1	$13K	Buy	464 +387	+503%	+$12.7K	0.01%	444
2019 Q4	$2K	Hold	77	–	–	﹤0.01%	698
2019 Q3	$2K	Buy	+77	New	+$2.9K	﹤0.01%	677

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bedel Financial Consulting's UBER Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Uber (UBER) in Q2 2022, closing a stake of 344 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in UBER in Q3 2019 and held it in 11 quarters. The position peaked at $16K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold UBER as of Q2 2022.

Bedel Financial Consulting reported no remaining Uber position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 344 Uber shares in Q2 2022, an estimated $12K.
Bedel Financial Consulting first reported a position in Uber in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's Uber position peaked at $16K in Q4 2021.
1,047 funds tracked by Wall St. Rank held Uber as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.