Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$374K Buy
+14,097
New +$389K 0.02% 295
2021
Q3
Sell
-17,229
Closed -$864K 381
2021
Q2
$864K Buy
17,229
+100
+0.6% +$5.22K 0.05% 222
2021
Q1
$934K Buy
+17,129
New +$956K 0.06% 212

Other funds holding UBER

Dowling & Yahnke's UBER Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in Uber (UBER) in Q3 2022: 14,097 shares worth $374K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings. This is a return to the name: Dowling & Yahnke previously reported a position in UBER as recently as Q2 2021.

Dowling & Yahnke first reported a position in UBER in Q1 2021 and has held it in 3 quarters since. The position peaked at $934K in Q1 2021. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

  • Dowling & Yahnke held 14,097 shares of Uber worth $374K as of Q3 2022.
  • Uber was a new Dowling & Yahnke position in Q3 2022.
  • Uber made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #295 holding.
  • Dowling & Yahnke first reported a position in Uber in Q1 2021 and has held it in 3 quarters since.
  • Dowling & Yahnke's Uber position peaked at $934K in Q1 2021.
  • 1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.