Cambridge Trust’s Uber UBER Stock Holding History

Cambridge Trust’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	-200	Closed	-$9.2K	–	744
2023 Q3	$9.2K	Buy	+200	New	+$9.14K	﹤0.01%	588
2022 Q1	–	Sell	-382	Closed	-$16K	–	1164
2021 Q4	$16K	Buy	+382	New	+$16.5K	﹤0.01%	738

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Trust's UBER Position: Q4 2023 in Review

Cambridge Trust sold out of Uber (UBER) in Q4 2023, closing a stake of 200 shares — an estimated $9.2K sold.

Cambridge Trust first reported a position in UBER in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 1,551 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

Cambridge Trust reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
Cambridge Trust sold 200 Uber shares in Q4 2023, an estimated $9.2K.
Cambridge Trust first reported a position in Uber in Q4 2021 and held it in 2 quarters.
Cambridge Trust's Uber position peaked at $16K in Q4 2021.
1,551 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.