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Hapanowicz & Associates Financial Services’s Uber UBER Stock Holding History

Hapanowicz & Associates Financial 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
2021
Q1 		– Sell
-4,785
Closed -$244K – 38
2020
Q4 		$244K Buy
+4,785
New +$214K 0.13% 27

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hapanowicz & Associates Financial Services's UBER Position: Q1 2021 in Review

Hapanowicz & Associates Financial Services sold out of Uber (UBER) in Q1 2021, closing a stake of 4,785 shares — an estimated $244K sold.

Hapanowicz & Associates Financial Services first reported a position in UBER in Q4 2020 and held it in 1 quarter. The position peaked at $244K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold UBER as of Q1 2021.

  • Hapanowicz & Associates Financial Services reported no remaining Uber position as of Q1 2021 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 4,785 Uber shares in Q1 2021, an estimated $244K.
  • Hapanowicz & Associates Financial Services first reported a position in Uber in Q4 2020 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's Uber position peaked at $244K in Q4 2020.
  • 1,094 funds tracked by Wall St. Rank held Uber as of Q1 2021.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.