Bull Oak Capital’s Uber UBER Stock Holding History

Bull Oak Capital’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
2023 Q4	–	Sell	-111	Closed	-$5.11K	–	69
2023 Q3	$5.11K	Buy	+111	New	+$5.07K	0.01%	55

Other funds holding UBER

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bull Oak Capital's UBER Position: Q4 2023 in Review

Bull Oak Capital sold out of Uber (UBER) in Q4 2023, closing a stake of 111 shares — an estimated $5.11K sold.

Bull Oak Capital first reported a position in UBER in Q3 2023 and held it in 1 quarter. The position peaked at $5.11K in Q3 2023. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

Bull Oak Capital reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 111 Uber shares in Q4 2023, an estimated $5.11K.
Bull Oak Capital first reported a position in Uber in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Uber position peaked at $5.11K in Q3 2023.
1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.