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Cedar Brook Financial Partners’s Uber UBER Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-4,663
Closed -$359K – 373
2024
Q1 		$359K Buy
4,663
+37
+0.8% +$2.66K 0.07% 277
2023
Q4 		$294K Buy
+4,626
New +$242K 0.07% 299
2022
Q2 		– Sell
-28,579
Closed -$1.02M – 393
2022
Q1 		$1.02M Sell
28,579
-18
-0.1% -$647 0.26% 89
2021
Q4 		$1.2M Buy
+28,597
New +$1.23M 0.31% 83

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cedar Brook Financial Partners's UBER Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Uber (UBER) in Q2 2024, closing a stake of 4,663 shares — an estimated $359K sold.

Cedar Brook Financial Partners first reported a position in UBER in Q4 2021 and held it in 4 quarters. The position peaked at $1.2M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,663 Uber shares in Q2 2024, an estimated $359K.
  • Cedar Brook Financial Partners first reported a position in Uber in Q4 2021 and held it in 4 quarters.
  • Cedar Brook Financial Partners's Uber position peaked at $1.2M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.