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Householder Group Estate & Retirement Specialist’s Uber UBER Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$23K Hold
397
– – 0.02% 278
2024
Q3 		$29K Buy
397
+272
+218% +$19.1K 0.01% 602
2024
Q2 		$9K Hold
125
– – ﹤0.01% 843
2024
Q1 		$9.62K Sell
125
-100
-44% -$7.18K ﹤0.01% 820
2023
Q4 		$13K Sell
225
-378
-63% -$19.8K ﹤0.01% 716
2023
Q3 		$27.7K Buy
+603
New +$27.5K 0.01% 566
2023
Q1 		$27K Buy
848
+400
+89% +$12.7K 0.01% 577
2022
Q4 		$11K Sell
448
-1,413
-76% -$38.7K 0.02% 219
2022
Q3 		$49K Buy
+1,861
New +$51.4K 0.02% 404

Other funds holding UBER

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UBER Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Uber (UBER) position steady in Q4 2024 at 397 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #278.

Householder Group Estate & Retirement Specialist first reported a position in UBER in Q3 2022 and has held it in 9 quarters since. The position peaked at $49K in Q3 2022. 1,961 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 397 shares of Uber worth $23K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Uber share count unchanged in Q4 2024.
  • Uber made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #278 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Uber in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Uber position peaked at $49K in Q3 2022.
  • 1,961 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.