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Howe & Rusling’s Uber UBER Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-32
Closed -$1K – 998
2022
Q3 		$1K Sell
32
-209
-87% -$5.77K ﹤0.01% 1020
2022
Q2 		$5K Buy
241
+209
+653% +$5.55K ﹤0.01% 658
2022
Q1 		$1K Hold
32
– – ﹤0.01% 968
2021
Q4 		$1K Sell
32
-216
-87% -$9.31K ﹤0.01% 962
2021
Q3 		$11K Buy
248
+31
+14% +$1.35K ﹤0.01% 503
2021
Q2 		$11K Hold
217
– – ﹤0.01% 483
2021
Q1 		$12K Buy
217
+177
+443% +$9.88K ﹤0.01% 472
2020
Q4 		$2K Buy
40
+25
+167% +$1.12K ﹤0.01% 838
2020
Q3 		$1K Hold
15
– – ﹤0.01% 802
2020
Q2 		$0 Hold
15
– – ﹤0.01% 910
2020
Q1 		$0 Sell
15
-100
-87% -$3.29K ﹤0.01% 875
2019
Q4 		$3K Buy
115
+100
+667% +$2.97K ﹤0.01% 634
2019
Q3 		$0 Hold
15
– – ﹤0.01% 867
2019
Q2 		$1K Buy
+15
New +$637 ﹤0.01% 779

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 $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM