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Engrave Wealth Partners’s Uber UBER Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-325
Closed -$10K – 398
2020
Q2 		$10K Buy
325
+153
+89% +$4.77K 0.01% 250
2020
Q1 		$4K Sell
172
-212
-55% -$6.98K ﹤0.01% 301
2019
Q4 		$11K Buy
+384
New +$11.4K 0.01% 294

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Engrave Wealth Partners's UBER Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Uber (UBER) in Q3 2020, closing a stake of 325 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in UBER in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 820 funds tracked by Wall St. Rank hold UBER as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Uber position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 325 Uber shares in Q3 2020, an estimated $10K.
  • Engrave Wealth Partners first reported a position in Uber in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Uber position peaked at $11K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Uber as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.