JFG Wealth Management’s Uber UBER Stock Holding History

JFG 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 Q1	–	Sell	-10,000	Closed	-$616K	–	79
2023 Q4	$616K	Buy	+10,000	New	+$523K	0.18%	35

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JFG Wealth Management's UBER Position: Q1 2024 in Review

JFG Wealth Management sold out of Uber (UBER) in Q1 2024, closing a stake of 10,000 shares — an estimated $616K sold.

JFG Wealth Management first reported a position in UBER in Q4 2023 and held it in 1 quarter. The position peaked at $616K in Q4 2023. 1,713 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

JFG Wealth Management reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
JFG Wealth Management sold 10,000 Uber shares in Q1 2024, an estimated $616K.
JFG Wealth Management first reported a position in Uber in Q4 2023 and held it in 1 quarter.
JFG Wealth Management's Uber position peaked at $616K in Q4 2023.
1,713 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.