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Copperleaf Capital’s Uber UBER Stock Holding History

Copperleaf Capital’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
2023
Q2 		– Sell
-14,770
Closed -$468K – 84
2023
Q1 		$468K Sell
14,770
-5,172
-26% -$164K 0.47% 47
2022
Q4 		$493K Buy
19,942
+1,564
+9% +$42.8K 0.57% 43
2022
Q3 		$487K Sell
18,378
-11,259
-38% -$311K 0.53% 50
2022
Q2 		$606K Sell
29,637
-872
-3% -$23.1K 0.61% 45
2022
Q1 		$1.09M Buy
30,509
+3,512
+13% +$126K 0.97% 33
2021
Q4 		$1.13M Buy
26,997
+6,382
+31% +$275K 0.98% 32
2021
Q3 		$924K Buy
20,615
+1,324
+7% +$57.8K 0.89% 36
2021
Q2 		$967K Buy
19,291
+1,557
+9% +$81.3K 0.95% 37
2021
Q1 		$967K Buy
17,734
+2,266
+15% +$126K 1.03% 34
2020
Q4 		$789K Sell
15,468
-3,130
-17% -$140K 0.67% 39
2020
Q3 		$678K Sell
18,598
-84
-0.4% -$2.77K 0.65% 44
2020
Q2 		$581K Sell
18,682
-256
-1% -$7.98K 0.6% 41
2020
Q1 		$529K Buy
18,938
+10,773
+132% +$355K 0.64% 36
2019
Q4 		$243K Buy
+8,165
New +$242K 0.25% 44

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Copperleaf Capital's UBER Position: Q2 2023 in Review

Copperleaf Capital sold out of Uber (UBER) in Q2 2023, closing a stake of 14,770 shares — an estimated $468K sold.

Copperleaf Capital first reported a position in UBER in Q4 2019 and held it in 14 quarters. The position peaked at $1.13M in Q4 2021. 1,314 funds tracked by Wall St. Rank hold UBER as of Q2 2023.

  • Copperleaf Capital reported no remaining Uber position as of Q2 2023 after selling out during the quarter.
  • Copperleaf Capital sold 14,770 Uber shares in Q2 2023, an estimated $468K.
  • Copperleaf Capital first reported a position in Uber in Q4 2019 and held it in 14 quarters.
  • Copperleaf Capital's Uber position peaked at $1.13M in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Uber as of Q2 2023.

Based on Copperleaf Capital's 13F filing for Q2 2023, filed 11 Aug 2023.