Kings Point Capital Management’s Uber UBER Stock Holding History

Kings Point Capital 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
2022 Q1	$10K	Sell	291 -78	-21%	-$2.81K	﹤0.01%	573
2021 Q4	$15K	Sell	369 -122	-25%	-$5.26K	﹤0.01%	593
2021 Q3	$22K	Sell	491 -2,054	-81%	-$89.7K	﹤0.01%	482
2021 Q2	$128K	Buy	2,545 +1,254	+97%	+$65.5K	0.01%	244
2021 Q1	$70K	Buy	+1,291	New	+$72K	0.01%	306

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

Kings Point Capital Management's UBER Position: Q1 2022 in Review

Kings Point Capital Management reduced its Uber (UBER) stake by 21% in Q1 2022, selling an estimated $2.81K and leaving 291 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Kings Point Capital Management first reported a position in UBER in Q1 2021 and has held it in 5 quarters since. The position peaked at $128K in Q2 2021. 1,192 funds tracked by Wall St. Rank hold UBER as of Q1 2022.

Kings Point Capital Management held 291 shares of Uber worth $10K as of Q1 2022.
Kings Point Capital Management sold 78 Uber shares in Q1 2022, an estimated $2.81K.
Uber made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #573 holding.
Kings Point Capital Management first reported a position in Uber in Q1 2021 and has held it in 5 quarters since.
Kings Point Capital Management's Uber position peaked at $128K in Q2 2021.
1,192 funds tracked by Wall St. Rank held Uber as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.