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Glassman Wealth Services’s Uber UBER Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,124
Closed -$69.2K – 1710
2023
Q4 		$69.2K Buy
1,124
+305
+37% +$16K 0.01% 376
2023
Q3 		$37.7K Buy
819
+19
+2% +$868 0.01% 488
2023
Q2 		$34.5K Sell
800
-4
-0.5% -$149 0.01% 496
2023
Q1 		$25.5K Buy
804
+93
+13% +$2.95K ﹤0.01% 581
2022
Q4 		$17.6K Sell
711
-3
-0.4% -$82 ﹤0.01% 696
2022
Q3 		$19K Buy
714
+439
+160% +$12.1K ﹤0.01% 635
2022
Q2 		$6K Sell
275
-464
-63% -$12.3K ﹤0.01% 972
2022
Q1 		$26K Buy
739
+128
+21% +$4.6K ﹤0.01% 567
2021
Q4 		$26K Buy
611
+110
+22% +$4.74K ﹤0.01% 541
2021
Q3 		$22K Buy
501
+28
+6% +$1.22K ﹤0.01% 567
2021
Q2 		$24K Sell
473
-268
-36% -$14K 0.01% 530
2021
Q1 		$40K Buy
741
+70
+10% +$3.91K 0.01% 371
2020
Q4 		$34K Buy
671
+324
+93% +$14.5K 0.01% 407
2020
Q3 		$13K Buy
347
+139
+67% +$4.59K ﹤0.01% 555
2020
Q2 		$6K Buy
208
+196
+1,633% +$6.11K ﹤0.01% 599
2020
Q1 		$0 Buy
12
+8
+200% +$263 ﹤0.01% 1581
2019
Q4 		$0 Buy
+4
New +$119 ﹤0.01% 1495
2019
Q3 		– Sell
-6
Closed – – 1379
2019
Q2 		$0 Buy
+6
New +$255 ﹤0.01% 1371

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glassman Wealth Services's UBER Position: Q1 2024 in Review

Glassman Wealth Services sold out of Uber (UBER) in Q1 2024, closing a stake of 1,124 shares — an estimated $69.2K sold.

Glassman Wealth Services first reported a position in UBER in Q2 2019 and held it in 18 quarters. The position peaked at $69.2K in Q4 2023. 1,715 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

  • Glassman Wealth Services reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,124 Uber shares in Q1 2024, an estimated $69.2K.
  • Glassman Wealth Services first reported a position in Uber in Q2 2019 and held it in 18 quarters.
  • Glassman Wealth Services's Uber position peaked at $69.2K in Q4 2023.
  • 1,715 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.