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Ironwood Financial’s Uber UBER Stock Holding History

Ironwood 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
2021
Q4 		– Sell
-112
Closed -$5K – 506
2021
Q3 		$5K Hold
112
– – ﹤0.01% 441
2021
Q2 		$6K Buy
112
+32
+40% +$1.67K ﹤0.01% 423
2021
Q1 		$4K Hold
80
– – ﹤0.01% 439
2020
Q4 		$4K Hold
80
– – ﹤0.01% 401
2020
Q3 		$3K Hold
80
– – ﹤0.01% 374
2020
Q2 		$2K Buy
+80
New +$2.49K ﹤0.01% 374

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ironwood Financial's UBER Position: Q4 2021 in Review

Ironwood Financial sold out of Uber (UBER) in Q4 2021, closing a stake of 112 shares — an estimated $5K sold.

Ironwood Financial first reported a position in UBER in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 1,230 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

  • Ironwood Financial reported no remaining Uber position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 112 Uber shares in Q4 2021, an estimated $5K.
  • Ironwood Financial first reported a position in Uber in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's Uber position peaked at $6K in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.