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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% 1057
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1072
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janiczek Wealth Management's UBER Position: Q2 2024 in Review

Janiczek Wealth Management held its Uber (UBER) position steady in Q2 2024 at 19 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Janiczek Wealth Management first reported a position in UBER in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.46K in Q1 2024. 1,773 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Janiczek Wealth Management held 19 shares of Uber worth $1.38K as of Q2 2024.
  • Janiczek Wealth Management left its Uber share count unchanged in Q2 2024.
  • Uber made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #886 holding.
  • Janiczek Wealth Management first reported a position in Uber in Q3 2021 and has held it in 12 quarters since.
  • Janiczek Wealth Management's Uber position peaked at $1.46K in Q1 2024.
  • 1,773 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.