Cape Ann Savings Bank’s Uber UBER Stock Holding History

Cape Ann Savings Bank’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
2026 Q2	$240K	Sell	3,320 -150	-4%	-$11K	0.11%	107
2026 Q1	$250K	Sell	3,470 -200	-5%	-$15.4K	0.13%	103
2025 Q4	$300K	Buy	3,670 +435	+13%	+$39.2K	0.15%	88
2025 Q3	$317K	Buy	3,235 +140	+5%	+$13.1K	0.17%	81
2025 Q2	$289K	Sell	3,095 -235	-7%	-$19.3K	0.17%	77
2025 Q1	$243K	Sell	3,330 -165	-5%	-$11.9K	0.15%	82
2024 Q4	$211K	Buy	3,495 +45	+1%	+$3.21K	0.12%	84
2024 Q3	$259K	Buy	+3,450	New	+$243K	0.15%	80

Other funds holding UBER

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cape Ann Savings Bank's UBER Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Uber (UBER) stake by 4.3% in Q2 2026, selling an estimated $11K and leaving 3,320 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #107.

Cape Ann Savings Bank first reported a position in UBER in Q3 2024 and has held it in 8 quarters since. The position peaked at $317K in Q3 2025. 1,326 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Cape Ann Savings Bank held 3,320 shares of Uber worth $240K as of Q2 2026.
Cape Ann Savings Bank sold 150 Uber shares in Q2 2026, an estimated $11K.
Uber made up 0.11% of Cape Ann Savings Bank's portfolio in Q2 2026, its #107 holding.
Cape Ann Savings Bank first reported a position in Uber in Q3 2024 and has held it in 8 quarters since.
Cape Ann Savings Bank's Uber position peaked at $317K in Q3 2025.
1,326 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.