Kaizen Financial Strategies’s Uber UBER Stock Holding History

Kaizen Financial Strategies’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
2022 Q1	–	Sell	-5,500	Closed	-$231K	–	149
2021 Q4	$231K	Buy	+5,500	New	+$237K	0.17%	126

Other funds holding UBER

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Kaizen Financial Strategies's UBER Position: Q1 2022 in Review

Kaizen Financial Strategies sold out of Uber (UBER) in Q1 2022, closing a stake of 5,500 shares — an estimated $231K sold.

Kaizen Financial Strategies first reported a position in UBER in Q4 2021 and held it in 1 quarter. The position peaked at $231K in Q4 2021. 1,192 funds tracked by Wall St. Rank hold UBER as of Q1 2022.

Kaizen Financial Strategies reported no remaining Uber position as of Q1 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 5,500 Uber shares in Q1 2022, an estimated $231K.
Kaizen Financial Strategies first reported a position in Uber in Q4 2021 and held it in 1 quarter.
Kaizen Financial Strategies's Uber position peaked at $231K in Q4 2021.
1,192 funds tracked by Wall St. Rank held Uber as of Q1 2022.

Based on Kaizen Financial Strategies's 13F filing for Q1 2022, filed 6 May 2022.