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Executive Wealth Management’s Uber UBER Stock Holding History

Executive Wealth 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
2024
Q3 		– Sell
-7,040
Closed -$512K – 271
2024
Q2 		$512K Buy
7,040
+1,245
+21% +$86.5K 0.09% 77
2024
Q1 		$443K Buy
5,795
+1,786
+45% +$128K 0.04% 161
2023
Q4 		$247K Buy
+4,009
New +$210K 0.02% 189
2022
Q1 		– Sell
-4,967
Closed -$208K – 208
2021
Q4 		$208K Buy
4,967
+77
+2% +$3.32K 0.02% 188
2021
Q3 		$219K Sell
4,890
-701
-13% -$30.6K 0.02% 173
2021
Q2 		$280K Buy
+5,591
New +$292K 0.03% 162
2019
Q3 		– Sell
-159
Closed -$7K – 746
2019
Q2 		$7K Buy
+159
New +$6.75K ﹤0.01% 675

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's UBER Position: Q3 2024 in Review

Executive Wealth Management sold out of Uber (UBER) in Q3 2024, closing a stake of 7,040 shares — an estimated $512K sold.

Executive Wealth Management first reported a position in UBER in Q2 2019 and held it in 7 quarters. The position peaked at $512K in Q2 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Executive Wealth Management reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Executive Wealth Management sold 7,040 Uber shares in Q3 2024, an estimated $512K.
  • Executive Wealth Management first reported a position in Uber in Q2 2019 and held it in 7 quarters.
  • Executive Wealth Management's Uber position peaked at $512K in Q2 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Executive Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.