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Boston Financial Management’s Uber UBER Stock Holding History

Boston Financial 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
2022
Q3 		– Sell
-29,516
Closed -$604K – 311
2022
Q2 		$604K Buy
29,516
+85
+0.3% +$2.26K 0.03% 192
2022
Q1 		$1.05M Buy
+29,431
New +$1.06M 0.04% 160

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's UBER Position: Q3 2022 in Review

Boston Financial Management sold out of Uber (UBER) in Q3 2022, closing a stake of 29,516 shares — an estimated $604K sold.

Boston Financial Management first reported a position in UBER in Q1 2022 and held it in 2 quarters. The position peaked at $1.05M in Q1 2022. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

  • Boston Financial Management reported no remaining Uber position as of Q3 2022 after selling out during the quarter.
  • Boston Financial Management sold 29,516 Uber shares in Q3 2022, an estimated $604K.
  • Boston Financial Management first reported a position in Uber in Q1 2022 and held it in 2 quarters.
  • Boston Financial Management's Uber position peaked at $1.05M in Q1 2022.
  • 1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on Boston Financial Management's 13F filing for Q3 2022, filed 10 Nov 2022.