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Clear Perspective Advisors’s Uber UBER Stock Holding History

Clear Perspective 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
2021
Q4 		$209K Buy
4,983
+275
+6% +$11.9K 0.06% 171
2021
Q3 		$211K Buy
4,708
+100
+2% +$4.37K 0.07% 159
2021
Q2 		$231K Buy
4,608
+200
+5% +$10.4K 0.08% 153
2021
Q1 		$240K Hold
4,408
– – 0.09% 141
2020
Q4 		$225K Buy
+4,408
New +$198K 0.09% 134

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Clear Perspective Advisors's UBER Position: Q4 2021 in Review

Clear Perspective Advisors increased its Uber (UBER) stake by 5.8% in Q4 2021, buying an estimated $11.9K and bringing the position to 4,983 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #171.

Clear Perspective Advisors first reported a position in UBER in Q4 2020 and has held it in 5 quarters since. The position peaked at $240K in Q1 2021. 1,231 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

  • Clear Perspective Advisors held 4,983 shares of Uber worth $209K as of Q4 2021.
  • Clear Perspective Advisors bought 275 Uber shares in Q4 2021, an estimated $11.9K.
  • Uber made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #171 holding.
  • Clear Perspective Advisors first reported a position in Uber in Q4 2020 and has held it in 5 quarters since.
  • Clear Perspective Advisors's Uber position peaked at $240K in Q1 2021.
  • 1,231 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.