Donor Advised Charitable Giving’s Uber UBER Stock Holding History

Donor Advised Charitable Giving’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 Q3	–	Sell	-82,065	Closed	-$3.54M	–	29
2023 Q2	$3.54M	Hold	82,065	–	–	0.23%	5
2023 Q1	$2.6M	Hold	82,065	–	–	0.24%	9
2022 Q4	$2.03M	Hold	82,065	–	–	0.34%	10
2022 Q3	$2.17M	Hold	82,065	–	–	0.46%	8
2022 Q2	$1.68M	Hold	82,065	–	–	0.29%	11
2022 Q1	$2.93M	Hold	82,065	–	–	0.3%	9
2021 Q4	$3.44M	Hold	82,065	–	–	0.33%	6
2021 Q3	$3.68M	Hold	82,065	–	–	0.66%	8
2021 Q2	$4.11M	Hold	82,065	–	–	0.46%	59
2021 Q1	$4.47M	Buy	+82,065	New	+$4.58M	0.46%	59

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Donor Advised Charitable Giving's UBER Position: Q3 2023 in Review

Donor Advised Charitable Giving sold out of Uber (UBER) in Q3 2023, closing a stake of 82,065 shares — an estimated $3.54M sold.

Donor Advised Charitable Giving first reported a position in UBER in Q1 2021 and held it in 10 quarters. The position peaked at $4.47M in Q1 2021. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

Donor Advised Charitable Giving reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
Donor Advised Charitable Giving sold 82,065 Uber shares in Q3 2023, an estimated $3.54M.
Donor Advised Charitable Giving first reported a position in Uber in Q1 2021 and held it in 10 quarters.
Donor Advised Charitable Giving's Uber position peaked at $4.47M in Q1 2021.
1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2023, filed 11 Oct 2023.