Berman Capital Advisors’s Uber UBER Stock Holding History

Berman Capital Advisors’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
2021 Q3	$370K	Sell	8,275 -135	-2%	-$5.9K	0.06%	168
2021 Q2	$421K	Sell	8,410 -491	-6%	-$25.6K	0.07%	135
2021 Q1	$484K	Buy	8,901 +7,217	+429%	+$403K	0.1%	100
2020 Q4	$85K	Buy	1,684 +141	+9%	+$6.32K	0.02%	285
2020 Q3	$56K	Buy	1,543 +493	+47%	+$16.3K	0.02%	320
2020 Q2	$32K	Buy	1,050 +845	+412%	+$26.3K	0.01%	424
2020 Q1	$5K	Buy	205 +166	+426%	+$5.46K	﹤0.01%	906
2019 Q4	$1K	Sell	39 -2,000	-98%	-$59.3K	﹤0.01%	1393
2019 Q3	$61K	Buy	+2,039	New	+$76.7K	0.02%	276

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

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

PIF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's UBER Position: Q3 2021 in Review

Berman Capital Advisors reduced its Uber (UBER) stake by 1.6% in Q3 2021, selling an estimated $5.9K and leaving 8,275 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #168.

Berman Capital Advisors first reported a position in UBER in Q3 2019 and has held it in 9 quarters since. The position peaked at $484K in Q1 2021. 1,093 funds tracked by Wall St. Rank hold UBER as of Q3 2021.

Berman Capital Advisors held 8,275 shares of Uber worth $370K as of Q3 2021.
Berman Capital Advisors sold 135 Uber shares in Q3 2021, an estimated $5.9K.
Uber made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #168 holding.
Berman Capital Advisors first reported a position in Uber in Q3 2019 and has held it in 9 quarters since.
Berman Capital Advisors's Uber position peaked at $484K in Q1 2021.
1,093 funds tracked by Wall St. Rank held Uber as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.