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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 – 1715
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return