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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T 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