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Financial Gravity Companies’s Uber UBER Stock Holding History

Financial Gravity Companies’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 		$12.1K Hold
200
– – ﹤0.01% 531
2024
Q3 		$15K Buy
+200
New +$14.1K ﹤0.01% 305

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
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 $2.9T AUM 29.55% 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

Financial Gravity Companies's UBER Position: Q4 2024 in Review

Financial Gravity Companies held its Uber (UBER) position steady in Q4 2024 at 200 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Financial Gravity Companies first reported a position in UBER in Q3 2024 and has held it in 2 quarters since. The position peaked at $15K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Financial Gravity Companies held 200 shares of Uber worth $12.1K as of Q4 2024.
  • Financial Gravity Companies left its Uber share count unchanged in Q4 2024.
  • Uber made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #531 holding.
  • Financial Gravity Companies first reported a position in Uber in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Uber position peaked at $15K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.