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FormulaFolio Investments’s Uber UBER Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-9,945
Closed -$507K – 785
2020
Q4 		$507K Buy
+9,945
New +$446K 0.01% 439

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FormulaFolio Investments's UBER Position: Q1 2021 in Review

FormulaFolio Investments sold out of Uber (UBER) in Q1 2021, closing a stake of 9,945 shares — an estimated $507K sold.

FormulaFolio Investments first reported a position in UBER in Q4 2020 and held it in 1 quarter. The position peaked at $507K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold UBER as of Q1 2021.

  • FormulaFolio Investments reported no remaining Uber position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 9,945 Uber shares in Q1 2021, an estimated $507K.
  • FormulaFolio Investments first reported a position in Uber in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Uber position peaked at $507K in Q4 2020.
  • 1,094 funds tracked by Wall St. Rank held Uber as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.