HGWM
UBER icon

Harvest Group Wealth Management’s Uber UBER Stock Holding History

Harvest Group Wealth Management’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
Q3 		– Sell
-105
Closed -$3K – 829
2020
Q2 		$3K Buy
+105
New +$3.27K ﹤0.01% 285
2020
Q1 		– Sell
-300
Closed -$8K – 1002
2019
Q4 		$8K Hold
300
– – 0.01% 283
2019
Q3 		$9K Buy
+300
New +$11.3K 0.01% 282

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Harvest Group Wealth Management's UBER Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Uber (UBER) in Q3 2020, closing a stake of 105 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in UBER in Q3 2019 and held it in 3 quarters. The position peaked at $9K in Q3 2019. 820 funds tracked by Wall St. Rank hold UBER as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Uber position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 105 Uber shares in Q3 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Uber in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Uber position peaked at $9K in Q3 2019.
  • 820 funds tracked by Wall St. Rank held Uber as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.