GW Henssler & Associates’s Uber UBER Stock Holding History

GW Henssler & Associates’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
2023 Q3	–	Sell	-5,536	Closed	-$239K	–	268
2023 Q2	$239K	Buy	+5,536	New	+$206K	0.02%	175

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GW Henssler & Associates's UBER Position: Q3 2023 in Review

GW Henssler & Associates sold out of Uber (UBER) in Q3 2023, closing a stake of 5,536 shares — an estimated $239K sold.

GW Henssler & Associates first reported a position in UBER in Q2 2023 and held it in 1 quarter. The position peaked at $239K in Q2 2023. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

GW Henssler & Associates reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
GW Henssler & Associates sold 5,536 Uber shares in Q3 2023, an estimated $239K.
GW Henssler & Associates first reported a position in Uber in Q2 2023 and held it in 1 quarter.
GW Henssler & Associates's Uber position peaked at $239K in Q2 2023.
1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on GW Henssler & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.