CWMU
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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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM