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Elmwood Wealth Management’s Uber UBER Stock Holding History

Elmwood 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 		– Sell
-7,298
Closed -$549K – 135
2024
Q3 		$549K Buy
+7,298
New +$514K 0.23% 91
2022
Q1 		– Sell
-126
Closed -$5K – 306
2021
Q4 		$5K Buy
+126
New +$5.43K ﹤0.01% 317
2021
Q2 		$6K Hold
126
– – ﹤0.01% 282
2021
Q1 		$7K Buy
+126
New +$7.03K ﹤0.01% 264
2020
Q3 		$4K Hold
126
– – ﹤0.01% 220
2020
Q2 		$4K Buy
+126
New +$3.93K ﹤0.01% 220

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Elmwood Wealth Management sold out of Uber (UBER) in Q4 2024, closing a stake of 7,298 shares — an estimated $549K sold.

Elmwood Wealth Management first reported a position in UBER in Q2 2020 and held it in 6 quarters. The position peaked at $549K in Q3 2024. 1,961 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Elmwood Wealth Management reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 7,298 Uber shares in Q4 2024, an estimated $549K.
  • Elmwood Wealth Management first reported a position in Uber in Q2 2020 and held it in 6 quarters.
  • Elmwood Wealth Management's Uber position peaked at $549K in Q3 2024.
  • 1,961 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Elmwood Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.