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Johnson Midwest Financial’s Uber UBER Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$8.46K Hold
184
– – 0.02% 220
2023
Q2 		$7.94K Hold
184
– – 0.01% 226
2023
Q1 		$5.83K Hold
184
– – 0.01% 261
2022
Q4 		$5K Buy
+184
New +$5.04K 0.02% 276

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Johnson Midwest Financial's UBER Position: Q3 2023 in Review

Johnson Midwest Financial held its Uber (UBER) position steady in Q3 2023 at 184 shares worth $8.46K. The position accounts for 0.02% of the portfolio, ranked #220.

Johnson Midwest Financial first reported a position in UBER in Q4 2022 and has held it in 4 quarters since. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Johnson Midwest Financial held 184 shares of Uber worth $8.46K as of Q3 2023.
  • Johnson Midwest Financial left its Uber share count unchanged in Q3 2023.
  • Uber made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #220 holding.
  • Johnson Midwest Financial first reported a position in Uber in Q4 2022 and has held it in 4 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.