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Kula Investments’s Uber UBER Stock Holding History

Kula Investments’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
Q1 		$465K Sell
14,661
-4,502
-23% -$143K 0.11% 334
2022
Q4 		$474K Buy
+19,163
New +$524K 0.14% 226

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kula Investments's UBER Position: Q1 2023 in Review

Kula Investments reduced its Uber (UBER) stake by 23% in Q1 2023, selling an estimated $143K and leaving 14,661 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #334.

Kula Investments first reported a position in UBER in Q4 2022 and has held it in 2 quarters since. The position peaked at $474K in Q4 2022. 1,182 funds tracked by Wall St. Rank hold UBER as of Q1 2023.

  • Kula Investments held 14,661 shares of Uber worth $465K as of Q1 2023.
  • Kula Investments sold 4,502 Uber shares in Q1 2023, an estimated $143K.
  • Uber made up 0.11% of Kula Investments's portfolio in Q1 2023, its #334 holding.
  • Kula Investments first reported a position in Uber in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Uber position peaked at $474K in Q4 2022.
  • 1,182 funds tracked by Wall St. Rank held Uber as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.