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Impact Partnership Wealth’s Uber UBER Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-222
Closed -$13.7K – 867
2023
Q4 		$13.7K Sell
222
-1,111
-83% -$58.1K 0.01% 456
2023
Q3 		$61.3K Buy
1,333
+935
+235% +$42.7K 0.02% 370
2023
Q2 		$17.2K Buy
+398
New +$14.8K 0.01% 362

Other funds holding UBER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impact Partnership Wealth's UBER Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Uber (UBER) in Q1 2024, closing a stake of 222 shares — an estimated $13.7K sold.

Impact Partnership Wealth first reported a position in UBER in Q2 2023 and held it in 3 quarters. The position peaked at $61.3K in Q3 2023. 1,713 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 222 Uber shares in Q1 2024, an estimated $13.7K.
  • Impact Partnership Wealth first reported a position in Uber in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Uber position peaked at $61.3K in Q3 2023.
  • 1,713 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.