EWM
Evercore Wealth Management’s Uber UBER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100M | Buy |
1,074,811
+82,017
| +8% | +$7.65M | 1.56% | 22 |
|
|
2025
Q1 | $72.3M | Buy |
992,794
+988,633
| +23,760% | +$72M | 1.16% | 30 |
|
|
2024
Q4 | $251K | Hold |
4,161
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $313K | Hold |
4,161
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $302K | Buy |
+4,161
| New | +$302K | ﹤0.01% | 336 |
|
|
2021
Q4 | – | Sell |
-10,551
| Closed | -$473K | – | 432 |
|
|
2021
Q3 | $473K | Sell |
10,551
-7,500
| -42% | -$336K | 0.01% | 296 |
|
|
2021
Q2 | $905K | Hold |
18,051
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $984K | Buy |
18,051
+282
| +2% | +$15.4K | 0.02% | 225 |
|
|
2020
Q4 | $906K | Buy |
17,769
+168
| +1% | +$8.57K | 0.02% | 224 |
|
|
2020
Q3 | $642K | Hold |
17,601
| – | – | 0.02% | 239 |
|
|
2020
Q2 | $547K | Buy |
17,601
+101
| +0.6% | +$3.14K | 0.01% | 250 |
|
|
2020
Q1 | $489K | Buy |
+17,500
| New | +$489K | 0.02% | 246 |
|