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Laidlaw Wealth Management’s Uber UBER Stock Holding History

Laidlaw 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
2022
Q3 		– Sell
-12,140
Closed -$248K – 371
2022
Q2 		$248K Sell
12,140
-393
-3% -$10.4K 0.05% 304
2022
Q1 		$447K Buy
12,533
+3,351
+36% +$120K 0.07% 235
2021
Q4 		$385K Sell
9,182
-4,042
-31% -$174K 0.06% 263
2021
Q3 		$592K Buy
13,224
+1,366
+12% +$59.7K 0.15% 136
2021
Q2 		$594K Buy
11,858
+1,703
+17% +$88.9K 0.15% 132
2021
Q1 		$554K Buy
10,155
+262
+3% +$14.6K 0.19% 114
2020
Q4 		$505K Buy
9,893
+395
+4% +$17.7K 0.11% 189
2020
Q3 		$346K Sell
9,498
-285
-3% -$9.41K 0.15% 138
2020
Q2 		$304K Buy
9,783
+720
+8% +$22.4K 0.16% 130
2020
Q1 		$253K Buy
9,063
+1,493
+20% +$49.1K 0.17% 128
2019
Q4 		$225K Buy
+7,570
New +$225K 0.14% 151

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laidlaw Wealth Management's UBER Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of Uber (UBER) in Q3 2022, closing a stake of 12,140 shares — an estimated $248K sold.

Laidlaw Wealth Management first reported a position in UBER in Q4 2019 and held it in 11 quarters. The position peaked at $594K in Q2 2021. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining Uber position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,140 Uber shares in Q3 2022, an estimated $248K.
  • Laidlaw Wealth Management first reported a position in Uber in Q4 2019 and held it in 11 quarters.
  • Laidlaw Wealth Management's Uber position peaked at $594K in Q2 2021.
  • 1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.