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Delap Wealth Advisory’s Uber UBER Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-7,570
Closed -$550K – 112
2024
Q2 		$550K Buy
7,570
+416
+6% +$28.9K 0.25% 42
2024
Q1 		$551K Buy
+7,154
New +$514K 0.22% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's UBER Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Uber (UBER) in Q3 2024, closing a stake of 7,570 shares — an estimated $550K sold.

Delap Wealth Advisory first reported a position in UBER in Q1 2024 and held it in 2 quarters. The position peaked at $551K in Q1 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 7,570 Uber shares in Q3 2024, an estimated $550K.
  • Delap Wealth Advisory first reported a position in Uber in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's Uber position peaked at $551K in Q1 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.