Heritage Financial Services’s Uber UBER Stock Holding History

Heritage 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
2022 Q3	–	Sell	-55	Closed	-$1K	–	443
2022 Q2	$1K	Buy	+55	New	+$1.46K	﹤0.01%	491

Other funds holding UBER

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

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Heritage Financial Services's UBER Position: Q3 2022 in Review

Heritage Financial Services sold out of Uber (UBER) in Q3 2022, closing a stake of 55 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in UBER in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

Heritage Financial Services reported no remaining Uber position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 55 Uber shares in Q3 2022, an estimated $1K.
Heritage Financial Services first reported a position in Uber in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Uber position peaked at $1K in Q2 2022.
1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.