Intrua Financial’s Uber UBER Stock Holding History

Intrua Financial’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 Q2	–	Sell	-6,791	Closed	-$523K	–	433
2024 Q1	$523K	Buy	6,791 +620	+10%	+$44.5K	0.08%	237
2023 Q4	$380K	Buy	+6,171	New	+$323K	0.06%	269

Other funds holding UBER

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

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Intrua Financial's UBER Position: Q2 2024 in Review

Intrua Financial sold out of Uber (UBER) in Q2 2024, closing a stake of 6,791 shares — an estimated $523K sold.

Intrua Financial first reported a position in UBER in Q4 2023 and held it in 2 quarters. The position peaked at $523K in Q1 2024. 1,771 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

Intrua Financial reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
Intrua Financial sold 6,791 Uber shares in Q2 2024, an estimated $523K.
Intrua Financial first reported a position in Uber in Q4 2023 and held it in 2 quarters.
Intrua Financial's Uber position peaked at $523K in Q1 2024.
1,771 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.