Denver PWM’s Uber UBER Stock Holding History

Denver PWM’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	-851	Closed	-$51.3K	–	211
2024 Q4	$51.3K	Sell	851 -74	-8%	-$5.28K	0.02%	109
2024 Q3	$69.5K	Sell	925 -740	-44%	-$52.1K	0.03%	100
2024 Q2	$121K	Buy	+1,665	New	+$116K	0.05%	75

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Denver PWM's UBER Position: Q1 2025 in Review

Denver PWM sold out of Uber (UBER) in Q1 2025, closing a stake of 851 shares — an estimated $51.3K sold.

Denver PWM first reported a position in UBER in Q2 2024 and held it in 3 quarters. The position peaked at $121K in Q2 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Denver PWM reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 851 Uber shares in Q1 2025, an estimated $51.3K.
Denver PWM first reported a position in Uber in Q2 2024 and held it in 3 quarters.
Denver PWM's Uber position peaked at $121K in Q2 2024.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.