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IAM Advisory’s Uber UBER Stock Holding History

IAM Advisory’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 		– Sell
-12,438
Closed -$935K – 107
2024
Q3 		$935K Buy
12,438
+41
+0.3% +$2.89K 0.24% 58
2024
Q2 		$901K Sell
12,397
-293
-2% -$20.4K 0.24% 58
2024
Q1 		$977K Buy
12,690
+306
+2% +$22K 0.27% 54
2023
Q4 		$762K Buy
12,384
+23
+0.2% +$1.2K 0.24% 55
2023
Q3 		$568K Buy
+12,361
New +$565K 0.2% 61

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 $717B AUM 35.42% 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 $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IAM Advisory's UBER Position: Q4 2024 in Review

IAM Advisory sold out of Uber (UBER) in Q4 2024, closing a stake of 12,438 shares — an estimated $935K sold.

IAM Advisory first reported a position in UBER in Q3 2023 and held it in 5 quarters. The position peaked at $977K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • IAM Advisory reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • IAM Advisory sold 12,438 Uber shares in Q4 2024, an estimated $935K.
  • IAM Advisory first reported a position in Uber in Q3 2023 and held it in 5 quarters.
  • IAM Advisory's Uber position peaked at $977K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on IAM Advisory's 13F filing for Q4 2024, filed 15 Jan 2025.