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Dorchester Wealth Management’s Uber UBER Stock Holding History

Dorchester Wealth Management’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
Q4 		$284K Sell
4,700
-120
-2% -$8.57K 0.06% 121
2024
Q3 		$362K Buy
4,820
+50
+1% +$3.52K 0.07% 119
2024
Q2 		$347K Buy
+4,770
New +$332K 0.07% 119

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dorchester Wealth Management's UBER Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Uber (UBER) stake by 2.5% in Q4 2024, selling an estimated $8.57K and leaving 4,700 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #121.

Dorchester Wealth Management first reported a position in UBER in Q2 2024 and has held it in 3 quarters since. The position peaked at $362K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Dorchester Wealth Management held 4,700 shares of Uber worth $284K as of Q4 2024.
  • Dorchester Wealth Management sold 120 Uber shares in Q4 2024, an estimated $8.57K.
  • Uber made up 0.06% of Dorchester Wealth Management's portfolio in Q4 2024, its #121 holding.
  • Dorchester Wealth Management first reported a position in Uber in Q2 2024 and has held it in 3 quarters since.
  • Dorchester Wealth Management's Uber position peaked at $362K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.