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Geller Advisors’s Uber UBER Stock Holding History

Geller 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
2024
Q4 		$244K Sell
4,049
-282
-7% -$20.1K 0.02% 228
2024
Q3 		$326K Buy
4,331
+266
+7% +$18.7K 0.02% 191
2024
Q2 		$295K Buy
4,065
+284
+8% +$19.7K 0.02% 207
2024
Q1 		$291K Buy
+3,781
New +$271K 0.02% 212

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

Geller Advisors's UBER Position: Q4 2024 in Review

Geller Advisors reduced its Uber (UBER) stake by 6.5% in Q4 2024, selling an estimated $20.1K and leaving 4,049 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #228.

Geller Advisors first reported a position in UBER in Q1 2024 and has held it in 4 quarters since. The position peaked at $326K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Geller Advisors held 4,049 shares of Uber worth $244K as of Q4 2024.
  • Geller Advisors sold 282 Uber shares in Q4 2024, an estimated $20.1K.
  • Uber made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #228 holding.
  • Geller Advisors first reported a position in Uber in Q1 2024 and has held it in 4 quarters since.
  • Geller Advisors's Uber position peaked at $326K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.