JWM
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Janiczek Wealth Management’s Uber UBER Stock Holding History

Janiczek 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
Q2 		$1.38K Hold
19
– – ﹤0.01% 886
2024
Q1 		$1.46K Hold
19
– – ﹤0.01% 892
2023
Q4 		$1.17K Buy
19
+8
+73% +$419 ﹤0.01% 913
2023
Q3 		$506 Hold
11
– – ﹤0.01% 971
2023
Q2 		$475 Hold
11
– – ﹤0.01% 911
2023
Q1 		$347 Hold
11
– – ﹤0.01% 933
2022
Q4 		$319 Hold
11
– – ﹤0.01% 948
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1058
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1073
2022
Q1 		$0 Hold
11
– – ﹤0.01% 1073
2021
Q4 		$0 Hold
11
– – ﹤0.01% 1097
2021
Q3 		$0 Buy
+11
New +$481 ﹤0.01% 1034

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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