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Jackson Wealth Management’s Uber UBER Stock Holding History

Jackson Wealth Management’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
-4,072
Closed -$306K – 173
2024
Q3 		$306K Buy
+4,072
New +$287K 0.04% 120

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

Jackson Wealth Management's UBER Position: Q4 2024 in Review

Jackson Wealth Management sold out of Uber (UBER) in Q4 2024, closing a stake of 4,072 shares — an estimated $306K sold.

Jackson Wealth Management first reported a position in UBER in Q3 2024 and held it in 1 quarter. The position peaked at $306K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Jackson Wealth Management reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 4,072 Uber shares in Q4 2024, an estimated $306K.
  • Jackson Wealth Management first reported a position in Uber in Q3 2024 and held it in 1 quarter.
  • Jackson Wealth Management's Uber position peaked at $306K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.