Cassady Schiller Wealth Management’s Uber UBER Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$2.9K	Buy	+48	New	+$3.43K	﹤0.01%	515

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

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

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

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

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

Cassady Schiller Wealth Management's UBER Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Uber (UBER) in Q4 2024: 48 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Cassady Schiller Wealth Management held 48 shares of Uber worth $2.9K as of Q4 2024.
Uber was a new Cassady Schiller Wealth Management position in Q4 2024.
Uber made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #515 holding.
1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.