Callan Capital’s Uber UBER Stock Holding History

Callan 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
2025 Q1	$493K	Buy	6,761 +2,608	+63%	+$188K	0.04%	208
2024 Q4	$251K	Sell	4,153 -1,046	-20%	-$74.7K	0.02%	286
2024 Q3	$391K	Buy	5,199 +1,133	+28%	+$79.8K	0.03%	218
2024 Q2	$296K	Sell	4,066 -283	-7%	-$19.7K	0.02%	238
2024 Q1	$335K	Buy	+4,349	New	+$312K	0.03%	189
2023 Q4	–	Sell	-14,493	Closed	-$667K	–	248
2023 Q3	$667K	Buy	14,493 +75	+0.5%	+$3.43K	0.07%	97
2023 Q2	$622K	Buy	14,418 +1,699	+13%	+$63.2K	0.07%	97
2023 Q1	$403K	Buy	12,719 +766	+6%	+$24.3K	0.05%	123
2022 Q4	$296K	Buy	+11,953	New	+$327K	0.04%	146
2021 Q2	–	Sell	-5,430	Closed	-$296K	–	91
2021 Q1	$296K	Hold	5,430	–	–	0.05%	74
2020 Q4	$277K	Buy	+5,430	New	+$243K	0.06%	74

Other funds holding UBER

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

Callan Capital's UBER Position: Q1 2025 in Review

Callan Capital increased its Uber (UBER) stake by 63% in Q1 2025, buying an estimated $188K and bringing the position to 6,761 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #208.

Callan Capital first reported a position in UBER in Q4 2020 and has held it in 11 quarters since. The position peaked at $667K in Q3 2023. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Callan Capital held 6,761 shares of Uber worth $493K as of Q1 2025.
Callan Capital bought 2,608 Uber shares in Q1 2025, an estimated $188K.
Uber made up 0.04% of Callan Capital's portfolio in Q1 2025, its #208 holding.
Callan Capital first reported a position in Uber in Q4 2020 and has held it in 11 quarters since.
Callan Capital's Uber position peaked at $667K in Q3 2023.
2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.