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Delos Wealth Advisors’s Uber UBER Stock Holding History

Delos Wealth 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
Q1 		– Sell
-20
Closed -$1.23K – 465
2023
Q4 		$1.23K Hold
20
– – ﹤0.01% 172
2023
Q3 		$945 Hold
20
– – ﹤0.01% 228
2023
Q2 		$864 Hold
20
– – ﹤0.01% 230
2023
Q1 		$634 Hold
20
– – ﹤0.01% 271
2022
Q4 		$495 Hold
20
– – ﹤0.01% 303
2022
Q3 		$1K Buy
+20
New +$553 ﹤0.01% 279

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Delos Wealth Advisors's UBER Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Uber (UBER) in Q1 2024, closing a stake of 20 shares — an estimated $1.23K sold.

Delos Wealth Advisors first reported a position in UBER in Q3 2022 and held it in 6 quarters. The position peaked at $1.23K in Q4 2023. 1,715 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 20 Uber shares in Q1 2024, an estimated $1.23K.
  • Delos Wealth Advisors first reported a position in Uber in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Uber position peaked at $1.23K in Q4 2023.
  • 1,715 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.