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Houlihan Financial Resource Group’s Uber UBER Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-6,370
Closed -$238K – 159
2023
Q2 		$238K Buy
+6,370
New +$237K 0.01% 123

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Houlihan Financial Resource Group's UBER Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Uber (UBER) in Q3 2023, closing a stake of 6,370 shares — an estimated $238K sold.

Houlihan Financial Resource Group first reported a position in UBER in Q2 2023 and held it in 1 quarter. The position peaked at $238K in Q2 2023. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 6,370 Uber shares in Q3 2023, an estimated $238K.
  • Houlihan Financial Resource Group first reported a position in Uber in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Uber position peaked at $238K in Q2 2023.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.