KWM
UBER icon

Kolinsky Wealth Management’s Uber UBER Stock Holding History

Kolinsky 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
Q4 		$379K Sell
6,275
-1,875
-23% -$134K 0.23% 91
2024
Q3 		$613K Buy
8,150
+1,244
+18% +$87.6K 0.4% 52
2024
Q2 		$502K Buy
6,906
+87
+1% +$6.05K 0.36% 60
2024
Q1 		$525K Buy
6,819
+235
+4% +$16.9K 0.4% 57
2023
Q4 		$405K Buy
6,584
+1,930
+41% +$101K 0.36% 70
2023
Q3 		$214K Buy
+4,654
New +$213K 0.21% 119

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's UBER Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Uber (UBER) stake by 23% in Q4 2024, selling an estimated $134K and leaving 6,275 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #91.

Kolinsky Wealth Management first reported a position in UBER in Q3 2023 and has held it in 6 quarters since. The position peaked at $613K in Q3 2024. 1,962 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Kolinsky Wealth Management held 6,275 shares of Uber worth $379K as of Q4 2024.
  • Kolinsky Wealth Management sold 1,875 Uber shares in Q4 2024, an estimated $134K.
  • Uber made up 0.23% of Kolinsky Wealth Management's portfolio in Q4 2024, its #91 holding.
  • Kolinsky Wealth Management first reported a position in Uber in Q3 2023 and has held it in 6 quarters since.
  • Kolinsky Wealth Management's Uber position peaked at $613K in Q3 2024.
  • 1,962 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.