Bourgeon Capital Management’s Uber UBER Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-92	Closed	-$5.67K	–	361
2023 Q4	$5.67K	Hold	92	–	–	﹤0.01%	266
2023 Q3	$4.23K	Hold	92	–	–	﹤0.01%	263
2023 Q2	$3.97K	Hold	92	–	–	﹤0.01%	280
2023 Q1	$2.92K	Hold	92	–	–	﹤0.01%	276
2022 Q4	$2.27K	Sell	92 -67	-42%	-$1.83K	﹤0.01%	304
2022 Q3	$4K	Buy	159 +67	+73%	+$1.85K	﹤0.01%	281
2022 Q2	$2K	Hold	92	–	–	﹤0.01%	272
2022 Q1	$3K	Hold	92	–	–	﹤0.01%	263
2021 Q4	$4K	Hold	92	–	–	﹤0.01%	240
2021 Q3	$4K	Hold	92	–	–	﹤0.01%	251
2021 Q2	$5K	Hold	92	–	–	﹤0.01%	252
2021 Q1	$5K	Hold	92	–	–	﹤0.01%	250
2020 Q4	$5K	Hold	92	–	–	﹤0.01%	239
2020 Q3	$3K	Buy	+92	New	+$3.04K	﹤0.01%	248

Other funds holding UBER

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return