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Evergreen Capital Management’s Uber UBER Stock Holding History

Evergreen Capital 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
2026
Q2 		$21.2M Sell
293,545
-24,491
-8% -$1.8M 0.37% 60
2026
Q1 		$22.9M Buy
318,036
+83,256
+35% +$6.41M 0.5% 38
2025
Q4 		$19.2M Sell
234,780
-14,786
-6% -$1.33M 0.43% 50
2025
Q3 		$24.4M Sell
249,566
-10,975
-4% -$1.03M 0.58% 33
2025
Q2 		$24.3M Sell
260,541
-13,530
-5% -$1.11M 0.73% 24
2025
Q1 		$20M Sell
274,071
-8,289
-3% -$597K 0.67% 26
2024
Q4 		$17M Buy
282,360
+83,360
+42% +$5.95M 0.55% 41
2024
Q3 		$15M Sell
199,000
-12,409
-6% -$874K 0.5% 45
2024
Q2 		$15.4M Buy
211,409
+169,475
+404% +$11.8M 0.56% 45
2024
Q1 		$3.23M Buy
41,934
+1,118
+3% +$80.3K 0.12% 187
2023
Q4 		$2.51M Buy
40,816
+14,000
+52% +$732K 0.1% 206
2023
Q3 		$1.23M Sell
26,816
-201
-0.7% -$9.18K 0.05% 267
2023
Q2 		$1.17M Buy
27,017
+343
+1% +$12.8K 0.05% 272
2023
Q1 		$846K Buy
26,674
+1,921
+8% +$60.9K 0.04% 293
2022
Q4 		$612K Sell
24,753
-2,138
-8% -$58.5K 0.03% 335
2022
Q3 		$713K Buy
26,891
+295
+1% +$8.15K 0.04% 293
2022
Q2 		$544K Sell
26,596
-427,144
-94% -$11.3M 0.03% 318
2022
Q1 		$16.2M Sell
453,740
-9,416
-2% -$339K 0.66% 33
2021
Q4 		$19.4M Buy
463,156
+73,203
+19% +$3.16M 0.78% 24
2021
Q3 		$17.5M Buy
389,953
+1,085
+0.3% +$47.4K 0.79% 24
2021
Q2 		$19.5M Buy
388,868
+1,568
+0.4% +$81.9K 0.93% 18
2021
Q1 		$21.1M Hold
387,300
– – 1.08% 17
2020
Q4 		$19.8M Sell
387,300
-421
-0.1% -$18.9K 1.15% 14
2020
Q3 		$14.1M Sell
387,721
-33,670
-8% -$1.11M 0.98% 20
2020
Q2 		$13.1M Buy
421,391
+6,258
+2% +$195K 0.99% 26
2020
Q1 		$11.6M Buy
415,133
+46,422
+13% +$1.53M 1.08% 24
2019
Q4 		$11M Buy
+368,711
New +$10.9M 0.91% 23

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Evergreen Capital Management's UBER Position: Q2 2026 in Review

Evergreen Capital Management reduced its Uber (UBER) stake by 7.7% in Q2 2026, selling an estimated $1.8M and leaving 293,545 shares worth $21.2M. The position accounts for 0.37% of the portfolio, ranked #60.

Evergreen Capital Management first reported a position in UBER in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.4M in Q3 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Evergreen Capital Management held 293,545 shares of Uber worth $21.2M as of Q2 2026.
  • Evergreen Capital Management sold 24,491 Uber shares in Q2 2026, an estimated $1.8M.
  • Uber made up 0.37% of Evergreen Capital Management's portfolio in Q2 2026, its #60 holding.
  • Evergreen Capital Management first reported a position in Uber in Q4 2019 and has held it in 27 quarters since.
  • Evergreen Capital Management's Uber position peaked at $24.4M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.