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Concourse Financial Group Securities’s Uber UBER Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-17,866
Closed -$1.21M – 1921
2024
Q4 		$1.21M Buy
17,866
+866
+5% +$61.8K 0.07% 287
2024
Q3 		$1.28M Buy
17,000
+494
+3% +$34.8K 0.08% 253
2024
Q2 		$1.2M Buy
16,506
+4,276
+35% +$297K 0.08% 251
2024
Q1 		$942K Sell
12,230
-2,025
-14% -$145K 0.06% 306
2023
Q4 		$878K Sell
14,255
-3,944
-22% -$206K 0.06% 314
2023
Q3 		$837K Sell
18,199
-863
-5% -$39.4K 0.07% 299
2023
Q2 		$823K Buy
19,062
+3,326
+21% +$124K 0.06% 319
2023
Q1 		$499K Sell
15,736
-2,069
-12% -$65.6K 0.04% 433
2022
Q4 		$440K Buy
17,805
+12,612
+243% +$345K 0.04% 439
2022
Q3 		$138K Sell
5,193
-722
-12% -$19.9K 0.01% 630
2022
Q2 		$121K Sell
5,915
-117
-2% -$3.11K 0.01% 742
2022
Q1 		$215K Sell
6,032
-644
-10% -$23.2K 0.02% 614
2021
Q4 		$280K Buy
6,676
+1,275
+24% +$55K 0.02% 618
2021
Q3 		$242K Sell
5,401
-528
-9% -$23.1K 0.01% 653
2021
Q2 		$297K Buy
5,929
+426
+8% +$22.3K 0.02% 594
2021
Q1 		$300K Buy
5,503
+247
+5% +$13.8K 0.02% 554
2020
Q4 		$268K Buy
5,256
+2,776
+112% +$124K 0.02% 534
2020
Q3 		$90K Sell
2,480
-449
-15% -$14.8K 0.01% 829
2020
Q2 		$91K Sell
2,929
-9,212
-76% -$287K 0.01% 757
2020
Q1 		$339K Buy
12,141
+10,895
+874% +$359K 0.04% 339
2019
Q4 		$37K Buy
1,246
+1,039
+502% +$30.8K ﹤0.01% 1053
2019
Q3 		$6K Sell
207
-586
-74% -$22.1K ﹤0.01% 1288
2019
Q2 		$37K Buy
+793
New +$33.7K ﹤0.01% 979

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concourse Financial Group Securities's UBER Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Uber (UBER) in Q1 2025, closing a stake of 17,866 shares — an estimated $1.21M sold.

Concourse Financial Group Securities first reported a position in UBER in Q2 2019 and held it in 23 quarters. The position peaked at $1.28M in Q3 2024. 2,150 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 17,866 Uber shares in Q1 2025, an estimated $1.21M.
  • Concourse Financial Group Securities first reported a position in Uber in Q2 2019 and held it in 23 quarters.
  • Concourse Financial Group Securities's Uber position peaked at $1.28M in Q3 2024.
  • 2,150 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.