Buckingham Strategic Wealth’s Uber UBER Stock Holding History

Buckingham Strategic 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 Q2	$265K	Buy	3,646 +317	+10%	+$22K	﹤0.01%	632
2024 Q1	$256K	Buy	+3,329	New	+$239K	﹤0.01%	634
2022 Q1	–	Sell	-5,211	Closed	-$218K	–	631
2021 Q4	$218K	Buy	5,211 +200	+4%	+$8.62K	﹤0.01%	546
2021 Q3	$224K	Sell	5,011 -190	-4%	-$8.3K	﹤0.01%	535
2021 Q2	$261K	Buy	5,201 +315	+6%	+$16.5K	0.01%	489
2021 Q1	$266K	Buy	4,886 +66	+1%	+$3.68K	0.01%	462
2020 Q4	$246K	Buy	+4,820	New	+$216K	0.01%	460
2020 Q2	–	Sell	-29,350	Closed	-$819K	–	478
2020 Q1	$819K	Buy	29,350 +5,748	+24%	+$189K	0.08%	186
2019 Q4	$702K	Buy	+23,602	New	+$700K	0.07%	201
2019 Q3	–	Sell	-7,915	Closed	-$367K	–	454
2019 Q2	$367K	Buy	+7,915	New	+$336K	0.04%	294

Other funds holding UBER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Buckingham Strategic Wealth's UBER Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Uber (UBER) stake by 9.5% in Q2 2024, buying an estimated $22K and bringing the position to 3,646 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Buckingham Strategic Wealth first reported a position in UBER in Q2 2019 and has held it in 10 quarters since. The position peaked at $819K in Q1 2020. 1,773 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

Buckingham Strategic Wealth held 3,646 shares of Uber worth $265K as of Q2 2024.
Buckingham Strategic Wealth bought 317 Uber shares in Q2 2024, an estimated $22K.
Uber made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #632 holding.
Buckingham Strategic Wealth first reported a position in Uber in Q2 2019 and has held it in 10 quarters since.
Buckingham Strategic Wealth's Uber position peaked at $819K in Q1 2020.
1,773 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.