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Homrich & Berg’s Uber UBER Stock Holding History

Homrich & Berg’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
Q3 		$224K Sell
4,990
-5,437
-52% -$238K 0.01% 422
2021
Q2 		$523K Buy
10,427
+4,790
+85% +$250K 0.01% 292
2021
Q1 		$307K Buy
5,637
+568
+11% +$31.7K 0.01% 333
2020
Q4 		$259K Buy
+5,069
New +$227K 0.01% 347

Other funds holding UBER

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
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Homrich & Berg's UBER Position: Q3 2021 in Review

Homrich & Berg reduced its Uber (UBER) stake by 52% in Q3 2021, selling an estimated $238K and leaving 4,990 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #422.

Homrich & Berg first reported a position in UBER in Q4 2020 and has held it in 4 quarters since. The position peaked at $523K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold UBER as of Q3 2021.

  • Homrich & Berg held 4,990 shares of Uber worth $224K as of Q3 2021.
  • Homrich & Berg sold 5,437 Uber shares in Q3 2021, an estimated $238K.
  • Uber made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #422 holding.
  • Homrich & Berg first reported a position in Uber in Q4 2020 and has held it in 4 quarters since.
  • Homrich & Berg's Uber position peaked at $523K in Q2 2021.
  • 1,093 funds tracked by Wall St. Rank held Uber as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.