BerganKDV Wealth Management’s Uber UBER Stock Holding History

BerganKDV 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 Q2	$1.55K	Sell	36 -33	-48%	-$1.23K	﹤0.01%	714
2023 Q1	$2.19K	Hold	69	–	–	﹤0.01%	815
2022 Q4	$1.71K	Sell	69 -37	-35%	-$1.01K	﹤0.01%	821
2022 Q3	$3K	Buy	106 +28	+36%	+$774	﹤0.01%	777
2022 Q2	$2K	Sell	78 -24	-24%	-$637	﹤0.01%	856
2022 Q1	$4K	Sell	102 -5	-5%	-$180	﹤0.01%	775
2021 Q4	$4K	Buy	107 +5	+5%	+$216	﹤0.01%	836
2021 Q3	$5K	Hold	102	–	–	﹤0.01%	759
2021 Q2	$5K	Hold	102	–	–	﹤0.01%	710
2021 Q1	$6K	Hold	102	–	–	﹤0.01%	654
2020 Q4	$5K	Hold	102	–	–	﹤0.01%	669
2020 Q3	$4K	Buy	102 +79	+343%	+$2.61K	﹤0.01%	618
2020 Q2	$1K	Buy	+23	New	+$717	﹤0.01%	908

Other funds holding UBER

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

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BerganKDV Wealth Management's UBER Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Uber (UBER) stake by 48% in Q2 2023, selling an estimated $1.23K and leaving 36 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

BerganKDV Wealth Management first reported a position in UBER in Q2 2020 and has held it in 13 quarters since. The position peaked at $6K in Q1 2021. 1,315 funds tracked by Wall St. Rank hold UBER as of Q2 2023.

BerganKDV Wealth Management held 36 shares of Uber worth $1.55K as of Q2 2023.
BerganKDV Wealth Management sold 33 Uber shares in Q2 2023, an estimated $1.23K.
Uber made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #714 holding.
BerganKDV Wealth Management first reported a position in Uber in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Uber position peaked at $6K in Q1 2021.
1,315 funds tracked by Wall St. Rank held Uber as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.