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Bison Wealth’s Uber UBER Stock Holding History

Bison Wealth’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
2024
Q4 		$229K Buy
3,792
+641
+20% +$45.8K 0.05% 275
2024
Q3 		$237K Sell
3,151
-7,152
-69% -$504K 0.04% 362
2024
Q2 		$793K Hold
10,303
– – 0.13% 166
2024
Q1 		$793K Buy
10,303
+384
+4% +$27.6K 0.13% 166
2023
Q4 		$611K Sell
9,919
-6,347
-39% -$332K 0.11% 204
2023
Q3 		$748K Buy
16,266
+1,956
+14% +$89.4K 0.15% 152
2023
Q2 		$618K Buy
+14,310
New +$532K 0.11% 181

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bison Wealth's UBER Position: Q4 2024 in Review

Bison Wealth increased its Uber (UBER) stake by 20% in Q4 2024, buying an estimated $45.8K and bringing the position to 3,792 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #275.

Bison Wealth first reported a position in UBER in Q2 2023 and has held it in 7 quarters since. The position peaked at $793K in Q2 2024. 1,960 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Bison Wealth held 3,792 shares of Uber worth $229K as of Q4 2024.
  • Bison Wealth bought 641 Uber shares in Q4 2024, an estimated $45.8K.
  • Uber made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #275 holding.
  • Bison Wealth first reported a position in Uber in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's Uber position peaked at $793K in Q2 2024.
  • 1,960 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.