Fortis Advisors’s Uber UBER Stock Holding History

Fortis Advisors’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
2020 Q1	–	Sell	-136	Closed	-$4K	–	385
2019 Q4	$4K	Hold	136	–	–	﹤0.01%	293
2019 Q3	$4K	Buy	+136	New	+$5.12K	﹤0.01%	292

Other funds holding UBER

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fortis Advisors's UBER Position: Q1 2020 in Review

Fortis Advisors sold out of Uber (UBER) in Q1 2020, closing a stake of 136 shares — an estimated $4K sold.

Fortis Advisors first reported a position in UBER in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 727 funds tracked by Wall St. Rank hold UBER as of Q1 2020.

Fortis Advisors reported no remaining Uber position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 136 Uber shares in Q1 2020, an estimated $4K.
Fortis Advisors first reported a position in Uber in Q3 2019 and held it in 2 quarters.
Fortis Advisors's Uber position peaked at $4K in Q4 2019.
727 funds tracked by Wall St. Rank held Uber as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.