Jacobi Capital Management’s Uber UBER Stock Holding History

Jacobi Capital 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	-2,889	Closed	-$217K	–	579
2024 Q3	$217K	Buy	2,889 +110	+4%	+$7.74K	0.02%	538
2024 Q2	$202K	Sell	2,779 -567	-17%	-$39.4K	0.02%	502
2024 Q1	$258K	Hold	3,346	–	–	0.02%	427
2023 Q4	$206K	Buy	+3,346	New	+$175K	0.02%	445
2021 Q4	–	Sell	-3,305	Closed	-$148K	–	1259
2021 Q3	$148K	Buy	3,305 +555	+20%	+$24.2K	0.02%	452
2021 Q2	$138K	Buy	2,750 +1,205	+78%	+$62.9K	0.02%	430
2021 Q1	$84K	Buy	1,545 +100	+7%	+$5.58K	0.01%	480
2020 Q4	$74K	Buy	1,445 +695	+93%	+$31.1K	0.01%	464
2020 Q3	$27K	Sell	750 -2,119	-74%	-$69.9K	﹤0.01%	611
2020 Q2	$23K	Buy	2,869 +2,544	+783%	+$79.3K	﹤0.01%	620
2020 Q1	$9K	Hold	325	–	–	﹤0.01%	729
2019 Q4	$10K	Buy	325 +10	+3%	+$297	﹤0.01%	753
2019 Q3	$10K	Hold	315	–	–	﹤0.01%	735
2019 Q2	$15K	Buy	+315	New	+$13.4K	﹤0.01%	683

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

Capital Research Global Investors

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

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

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

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