Bray Capital Advisors’s Uber UBER Stock Holding History

Bray 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
2024 Q4	$1.92M	Buy	31,879 +308	+1%	+$22K	0.52%	54
2024 Q3	$2.37M	Buy	31,571 +2,305	+8%	+$162K	0.58%	50
2024 Q2	$2.13M	Buy	29,266 +2,519	+9%	+$175K	0.53%	52
2024 Q1	$2.06M	Sell	26,747 -187	-0.7%	-$13.4K	0.52%	54
2023 Q4	$1.66M	Hold	26,934	–	–	0.46%	55
2023 Q3	$1.24M	Hold	26,934	–	–	0.38%	67
2023 Q2	$1.16M	Hold	26,934	–	–	0.35%	72
2023 Q1	$854K	Hold	26,934	–	–	0.25%	85
2022 Q4	$666K	Hold	26,934	–	–	0.21%	94
2022 Q3	$714K	Hold	26,934	–	–	0.22%	91
2022 Q2	$551K	Buy	26,934 +148	+0.6%	+$3.93K	0.16%	101
2022 Q1	$956K	Hold	26,786	–	–	0.25%	89
2021 Q4	$1.12M	Buy	26,786 +2,265	+9%	+$97.6K	0.27%	79
2021 Q3	$1.1M	Buy	24,521 +8,856	+57%	+$387K	0.28%	82
2021 Q2	$785K	Buy	15,665 +4,280	+38%	+$224K	0.2%	92
2021 Q1	$621K	Hold	11,385	–	–	0.17%	99
2020 Q4	$581K	Hold	11,385	–	–	0.17%	97
2020 Q3	$415K	Buy	+11,385	New	+$376K	0.15%	101

Other funds holding UBER

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

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

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

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

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

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

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

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

Bray Capital Advisors's UBER Position: Q4 2024 in Review

Bray Capital Advisors increased its Uber (UBER) stake by 0.98% in Q4 2024, buying an estimated $22K and bringing the position to 31,879 shares worth $1.92M. The position accounts for 0.52% of the portfolio, ranked #54.

Bray Capital Advisors first reported a position in UBER in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.37M in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Bray Capital Advisors held 31,879 shares of Uber worth $1.92M as of Q4 2024.
Bray Capital Advisors bought 308 Uber shares in Q4 2024, an estimated $22K.
Uber made up 0.52% of Bray Capital Advisors's portfolio in Q4 2024, its #54 holding.
Bray Capital Advisors first reported a position in Uber in Q3 2020 and has held it in 18 quarters since.
Bray Capital Advisors's Uber position peaked at $2.37M in Q3 2024.
1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.