Icon Wealth Partners’s Uber UBER Stock Holding History

Icon Wealth Partners’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	$258K	Hold	5,620	–	–	0.03%	252
2023 Q2	$243K	Hold	5,620	–	–	0.03%	289
2023 Q1	$178K	Buy	+5,620	New	+$178K	0.02%	329
2022 Q2	–	Sell	-5,620	Closed	-$201K	–	336
2022 Q1	$201K	Hold	5,620	–	–	0.02%	319
2021 Q4	$236K	Hold	5,620	–	–	0.02%	292
2021 Q3	$252K	Sell	5,620 -23	-0.4%	-$1K	0.03%	308
2021 Q2	$283K	Sell	5,643 -73	-1%	-$3.81K	0.03%	304
2021 Q1	$312K	Buy	5,716 +87	+2%	+$4.86K	0.04%	263
2020 Q4	$287K	Hold	5,629	–	–	0.05%	239
2020 Q3	$205K	Buy	+5,629	New	+$186K	0.04%	244

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Icon Wealth Partners's UBER Position: Q3 2023 in Review

Icon Wealth Partners held its Uber (UBER) position steady in Q3 2023 at 5,620 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #252.

Icon Wealth Partners first reported a position in UBER in Q3 2020 and has held it in 10 quarters since. The position peaked at $312K in Q1 2021. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

Icon Wealth Partners held 5,620 shares of Uber worth $258K as of Q3 2023.
Icon Wealth Partners left its Uber share count unchanged in Q3 2023.
Uber made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #252 holding.
Icon Wealth Partners first reported a position in Uber in Q3 2020 and has held it in 10 quarters since.
Icon Wealth Partners's Uber position peaked at $312K in Q1 2021.
1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.