Cerity Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3M | Buy |
989,037
+174,930
| +21% | +$16.3M | 0.16% | 129 |
|
|
2025
Q1 | $59.3M | Buy |
814,107
+241,740
| +42% | +$17.6M | 0.12% | 161 |
|
|
2024
Q4 | $35.7M | Buy |
572,367
+142,161
| +33% | +$8.88M | 0.08% | 213 |
|
|
2024
Q3 | $32.3M | Buy |
430,206
+113,989
| +36% | +$8.57M | 0.07% | 231 |
|
|
2024
Q2 | $23M | Buy |
316,217
+49,407
| +19% | +$3.59M | 0.06% | 254 |
|
|
2024
Q1 | $20.5M | Buy |
266,810
+78,375
| +42% | +$6.03M | 0.05% | 289 |
|
|
2023
Q4 | $11.6M | Buy |
188,435
+72,075
| +62% | +$4.44M | 0.04% | 337 |
|
|
2023
Q3 | $5.35M | Sell |
116,360
-38,010
| -25% | -$1.75M | 0.03% | 404 |
|
|
2023
Q2 | $6.66M | Buy |
154,370
+12,232
| +9% | +$528K | 0.03% | 440 |
|
|
2023
Q1 | $5.47M | Buy |
142,138
+2,745
| +2% | +$106K | 0.01% | 474 |
|
|
2022
Q4 | $3.45M | Buy |
139,393
+96,117
| +222% | +$2.38M | 0.02% | 427 |
|
|
2022
Q3 | $1.15M | Buy |
43,276
+2,730
| +7% | +$72.3K | 0.01% | 482 |
|
|
2022
Q2 | $828K | Buy |
40,546
+11,332
| +39% | +$231K | 0.01% | 598 |
|
|
2022
Q1 | $1.04M | Buy |
29,214
+867
| +3% | +$30.9K | 0.02% | 439 |
|
|
2021
Q4 | $1.19M | Buy |
28,347
+1,169
| +4% | +$49.1K | 0.02% | 412 |
|
|
2021
Q3 | $1.22M | Buy |
27,178
+7,667
| +39% | +$344K | 0.03% | 336 |
|
|
2021
Q2 | $978K | Buy |
19,511
+2,673
| +16% | +$134K | 0.02% | 369 |
|
|
2021
Q1 | $918K | Buy |
16,838
+939
| +6% | +$51.2K | 0.02% | 356 |
|
|
2020
Q4 | $811K | Buy |
15,899
+599
| +4% | +$30.6K | 0.03% | 335 |
|
|
2020
Q3 | $558K | Buy |
15,300
+1,968
| +15% | +$71.8K | 0.02% | 308 |
|
|
2020
Q2 | $414K | Sell |
13,332
-49,959
| -79% | -$1.55M | 0.02% | 307 |
|
|
2020
Q1 | $1.77M | Buy |
63,291
+46,323
| +273% | +$1.29M | 0.11% | 140 |
|
|
2019
Q4 | $504K | Buy |
+16,968
| New | +$504K | 0.03% | 337 |
|