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Fernwood Investment Management’s Uber UBER Stock Holding History

Fernwood Investment 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
Q4 		$423K Sell
7,010
-30
-0.4% -$2.14K 0.15% 116
2024
Q3 		$529K Sell
7,040
-625
-8% -$44K 0.17% 115
2024
Q2 		$557K Buy
7,665
+1,840
+32% +$128K 0.17% 115
2024
Q1 		$448K Buy
5,825
+1,635
+39% +$117K 0.13% 137
2023
Q4 		$255K Buy
+4,190
New +$219K 0.08% 165

Other funds holding UBER

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fernwood Investment Management's UBER Position: Q4 2024 in Review

Fernwood Investment Management reduced its Uber (UBER) stake by 0.43% in Q4 2024, selling an estimated $2.14K and leaving 7,010 shares worth $423K. The position accounts for 0.15% of the portfolio, ranked #116.

Fernwood Investment Management first reported a position in UBER in Q4 2023 and has held it in 5 quarters since. The position peaked at $557K in Q2 2024. 1,961 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Fernwood Investment Management held 7,010 shares of Uber worth $423K as of Q4 2024.
  • Fernwood Investment Management sold 30 Uber shares in Q4 2024, an estimated $2.14K.
  • Uber made up 0.15% of Fernwood Investment Management's portfolio in Q4 2024, its #116 holding.
  • Fernwood Investment Management first reported a position in Uber in Q4 2023 and has held it in 5 quarters since.
  • Fernwood Investment Management's Uber position peaked at $557K in Q2 2024.
  • 1,961 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.