CWM
UBER icon

C2C Wealth Management’s Uber UBER Stock Holding History

C2C Wealth 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
2023
Q4 		– Sell
-61,412
Closed -$2.78M – 219
2023
Q3 		$2.78M Sell
61,412
-4,865
-7% -$222K 0.4% 24
2023
Q2 		$3.01M Sell
66,277
-915
-1% -$34K 0.4% 22
2023
Q1 		$2.06M Buy
67,192
+48,285
+255% +$1.53M 0.33% 37
2022
Q4 		$548K Buy
+18,907
New +$517K 0.1% 95

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C2C Wealth Management's UBER Position: Q4 2023 in Review

C2C Wealth Management sold out of Uber (UBER) in Q4 2023, closing a stake of 61,412 shares — an estimated $2.78M sold.

C2C Wealth Management first reported a position in UBER in Q4 2022 and held it in 4 quarters. The position peaked at $3.01M in Q2 2023. 1,551 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

  • C2C Wealth Management reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 61,412 Uber shares in Q4 2023, an estimated $2.78M.
  • C2C Wealth Management first reported a position in Uber in Q4 2022 and held it in 4 quarters.
  • C2C Wealth Management's Uber position peaked at $3.01M in Q2 2023.
  • 1,551 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.