Halpern Financial’s Uber UBER Stock Holding History

Halpern Financial’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	-150	Closed	-$4.46K	–	191
2019 Q4	$4.46K	Buy	+150	New	+$4.45K	﹤0.01%	157

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

Halpern Financial's UBER Position: Q1 2020 in Review

Halpern Financial sold out of Uber (UBER) in Q1 2020, closing a stake of 150 shares — an estimated $4.46K sold.

Halpern Financial first reported a position in UBER in Q4 2019 and held it in 1 quarter. The position peaked at $4.46K in Q4 2019. 727 funds tracked by Wall St. Rank hold UBER as of Q1 2020.

Halpern Financial reported no remaining Uber position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 150 Uber shares in Q1 2020, an estimated $4.46K.
Halpern Financial first reported a position in Uber in Q4 2019 and held it in 1 quarter.
Halpern Financial's Uber position peaked at $4.46K in Q4 2019.
727 funds tracked by Wall St. Rank held Uber as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.