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Evanson Asset Management’s Uber UBER Stock Holding History

Evanson Asset 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
2021
Q4 		– Sell
-4,628
Closed -$235K – 294
2021
Q3 		$235K Sell
4,628
-56
-1% -$2.45K 0.02% 253
2021
Q2 		$235K Hold
4,684
– – 0.02% 249
2021
Q1 		$255K Sell
4,684
-3,938
-46% -$220K 0.04% 238
2020
Q4 		$440K Buy
8,622
+254
+3% +$11.4K 0.07% 162
2020
Q3 		$305K Hold
8,368
– – 0.06% 178
2020
Q2 		$260K Sell
8,368
-125
-1% -$3.9K 0.05% 192
2020
Q1 		$237K Buy
8,493
+325
+4% +$10.7K 0.06% 182
2019
Q4 		$243K Buy
+8,168
New +$242K 0.05% 210

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Evanson Asset Management's UBER Position: Q4 2021 in Review

Evanson Asset Management sold out of Uber (UBER) in Q4 2021, closing a stake of 4,628 shares — an estimated $235K sold.

Evanson Asset Management first reported a position in UBER in Q4 2019 and held it in 8 quarters. The position peaked at $440K in Q4 2020. 1,230 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

  • Evanson Asset Management reported no remaining Uber position as of Q4 2021 after selling out during the quarter.
  • Evanson Asset Management sold 4,628 Uber shares in Q4 2021, an estimated $235K.
  • Evanson Asset Management first reported a position in Uber in Q4 2019 and held it in 8 quarters.
  • Evanson Asset Management's Uber position peaked at $440K in Q4 2020.
  • 1,230 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Evanson Asset Management's 13F filing for Q4 2021, filed 19 Jan 2022.