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Caliber Wealth Management (Utah)’s Uber UBER Stock Holding History

Caliber Wealth Management (Utah)’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
2022
Q4 		– Sell
-41,020
Closed -$1.09M – 97
2022
Q3 		$1.09M Buy
41,020
+1,255
+3% +$34.7K 0.86% 47
2022
Q2 		$814K Buy
39,765
+2,804
+8% +$74.4K 0.63% 50
2022
Q1 		$1.32M Buy
36,961
+6,343
+21% +$228K 0.84% 51
2021
Q4 		$1.27M Buy
30,618
+5,875
+24% +$253K 0.88% 50
2021
Q3 		$1.17M Buy
24,743
+1,902
+8% +$83.1K 0.82% 54
2021
Q2 		$1.15M Sell
22,841
-605
-3% -$31.6K 0.81% 51
2021
Q1 		$1.28M Buy
23,446
+6,885
+42% +$384K 0.93% 42
2020
Q4 		$845K Buy
+16,561
New +$742K 0.83% 50

Other funds holding UBER

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
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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caliber Wealth Management (Utah)'s UBER Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Uber (UBER) in Q4 2022, closing a stake of 41,020 shares — an estimated $1.09M sold.

Caliber Wealth Management (Utah) first reported a position in UBER in Q4 2020 and held it in 8 quarters. The position peaked at $1.32M in Q1 2022. 1,117 funds tracked by Wall St. Rank hold UBER as of Q4 2022.

  • Caliber Wealth Management (Utah) reported no remaining Uber position as of Q4 2022 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 41,020 Uber shares in Q4 2022, an estimated $1.09M.
  • Caliber Wealth Management (Utah) first reported a position in Uber in Q4 2020 and held it in 8 quarters.
  • Caliber Wealth Management (Utah)'s Uber position peaked at $1.32M in Q1 2022.
  • 1,117 funds tracked by Wall St. Rank held Uber as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.