Kovitz Investment Group Partners’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41M | Buy |
439,304
+156,383
| +55% | +$14.6M | 0.18% | 116 |
|
|
2025
Q1 | $20.6M | Sell |
282,921
-287,983
| -50% | -$21M | 0.1% | 166 |
|
|
2024
Q4 | $34.4M | Buy |
570,904
+509,860
| +835% | +$30.8M | 0.17% | 116 |
|
|
2024
Q3 | $3.23M | Buy |
61,044
+13,517
| +28% | +$716K | 0.02% | 414 |
|
|
2024
Q2 | $3.45M | Buy |
47,527
+35,993
| +312% | +$2.62M | 0.03% | 346 |
|
|
2024
Q1 | $888K | Buy |
+11,534
| New | +$888K | 0.01% | 425 |
|
|
2023
Q3 | – | Sell |
-4,686
| Closed | -$202K | – | 408 |
|
|
2023
Q2 | $202K | Buy |
+4,686
| New | +$202K | ﹤0.01% | 391 |
|