Emerald Mutual Fund Advisers Trust’s Uber UBER Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2025 Q1	–	Sell	-3,573	Closed	-$216K	–	233
2024 Q4	$216K	Buy	3,573 +261	+8%	+$18.6K	0.01%	183
2024 Q3	$249K	Buy	3,312 +860	+35%	+$60.5K	0.01%	179
2024 Q2	$178K	Sell	2,452 -66	-3%	-$4.59K	0.01%	191
2024 Q1	$194K	Sell	2,518 -1,305	-34%	-$93.7K	0.01%	188
2023 Q4	$235K	Sell	3,823 -272	-7%	-$14.2K	0.01%	202
2023 Q3	$188K	Buy	4,095 +717	+21%	+$32.8K	0.01%	200
2023 Q2	$146K	Buy	+3,378	New	+$126K	0.01%	214

Other funds holding UBER

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

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

Emerald Mutual Fund Advisers Trust's UBER Position: Q1 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Uber (UBER) in Q1 2025, closing a stake of 3,573 shares — an estimated $216K sold.

Emerald Mutual Fund Advisers Trust first reported a position in UBER in Q2 2023 and held it in 7 quarters. The position peaked at $249K in Q3 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 3,573 Uber shares in Q1 2025, an estimated $216K.
Emerald Mutual Fund Advisers Trust first reported a position in Uber in Q2 2023 and held it in 7 quarters.
Emerald Mutual Fund Advisers Trust's Uber position peaked at $249K in Q3 2024.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2025, filed 1 May 2025.