Echo Street Capital Management’s Uber UBER Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-4,577	Closed	-$210K	–	401
2023 Q3	$210K	Buy	+4,577	New	+$209K	﹤0.01%	430
2023 Q2	–	Sell	-13,111	Closed	-$416K	–	603
2023 Q1	$416K	Sell	13,111 -26,996	-67%	-$856K	﹤0.01%	304
2022 Q4	$992K	Buy	40,107 +25,060	+167%	+$686K	0.01%	156
2022 Q3	$399K	Buy	15,047 +4,265	+40%	+$118K	﹤0.01%	334
2022 Q2	$221K	Buy	+10,782	New	+$286K	﹤0.01%	487
2022 Q1	–	Sell	-22,329	Closed	-$936K	–	748
2021 Q4	$936K	Buy	22,329 +15,087	+208%	+$650K	0.01%	267
2021 Q3	$324K	Buy	+7,242	New	+$316K	﹤0.01%	511
2021 Q1	–	Sell	-15,733	Closed	-$802K	–	605
2020 Q4	$802K	Buy	+15,733	New	+$705K	0.01%	194

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Echo Street Capital Management's UBER Position: Q4 2023 in Review

Echo Street Capital Management sold out of Uber (UBER) in Q4 2023, closing a stake of 4,577 shares — an estimated $210K sold.

Echo Street Capital Management first reported a position in UBER in Q4 2020 and held it in 8 quarters. The position peaked at $992K in Q4 2022. 1,551 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

Echo Street Capital Management reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,577 Uber shares in Q4 2023, an estimated $210K.
Echo Street Capital Management first reported a position in Uber in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Uber position peaked at $992K in Q4 2022.
1,551 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.