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Financial Partners Capital Management’s Uber UBER Stock Holding History

Financial Partners 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
2022
Q4 		$416K Hold
16,838
– – 0.09% 98
2022
Q3 		$446K Hold
16,838
– – 0.11% 100
2022
Q2 		$345K Hold
16,838
– – 0.07% 105
2022
Q1 		$601K Buy
+16,838
New +$605K 0.11% 97

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Partners Capital Management's UBER Position: Q4 2022 in Review

Financial Partners Capital Management held its Uber (UBER) position steady in Q4 2022 at 16,838 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #98.

Financial Partners Capital Management first reported a position in UBER in Q1 2022 and has held it in 4 quarters since. The position peaked at $601K in Q1 2022. 1,116 funds tracked by Wall St. Rank hold UBER as of Q4 2022.

  • Financial Partners Capital Management held 16,838 shares of Uber worth $416K as of Q4 2022.
  • Financial Partners Capital Management left its Uber share count unchanged in Q4 2022.
  • Uber made up 0.09% of Financial Partners Capital Management's portfolio in Q4 2022, its #98 holding.
  • Financial Partners Capital Management first reported a position in Uber in Q1 2022 and has held it in 4 quarters since.
  • Financial Partners Capital Management's Uber position peaked at $601K in Q1 2022.
  • 1,116 funds tracked by Wall St. Rank held Uber as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.