Claris Advisors’s Uber UBER Stock Holding History

Claris Advisors’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	–	Sell	-7	Closed	-$526	–	1081
2024 Q3	$526	Buy	+7	New	+$493	﹤0.01%	630

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

Claris Advisors's UBER Position: Q4 2024 in Review

Claris Advisors sold out of Uber (UBER) in Q4 2024, closing a stake of 7 shares — an estimated $526 sold.

Claris Advisors first reported a position in UBER in Q3 2024 and held it in 1 quarter. The position peaked at $526 in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Claris Advisors reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Uber shares in Q4 2024, an estimated $526.
Claris Advisors first reported a position in Uber in Q3 2024 and held it in 1 quarter.
Claris Advisors's Uber position peaked at $526 in Q3 2024.
1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.