Lake Street Advisors Group’s Uber UBER Stock Holding History

Lake Street Advisors Group’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	$2M	Sell	33,126 -8,446	-20%	-$603K	0.09%	137
2024 Q3	$3.12M	Buy	41,572 +170	+0.4%	+$12K	0.14%	75
2024 Q2	$3.01M	Sell	41,402 -18,067	-30%	-$1.26M	0.14%	93
2024 Q1	$4.58M	Sell	59,469 -18,071	-23%	-$1.3M	0.21%	70
2023 Q4	$4.77M	Sell	77,540 -5,945	-7%	-$311K	0.24%	69
2023 Q3	$3.84M	Buy	83,485 +19,655	+31%	+$898K	0.23%	73
2023 Q2	$2.76M	Buy	63,830 +6,691	+12%	+$249K	0.15%	95
2023 Q1	$1.81M	Buy	57,139 +2,094	+4%	+$66.4K	0.11%	119
2022 Q4	$1.36M	Sell	55,045 -1,734	-3%	-$47.5K	0.09%	135
2022 Q3	$1.5M	Sell	56,779 -5,078	-8%	-$140K	0.11%	126
2022 Q2	$1.27M	Buy	61,857 +930	+2%	+$24.7K	0.09%	136
2022 Q1	$2.17M	Buy	60,927 +2,695	+5%	+$96.9K	0.14%	101
2021 Q4	$2.44M	Buy	+58,232	New	+$2.51M	0.15%	94

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's UBER Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Uber (UBER) stake by 20% in Q4 2024, selling an estimated $603K and leaving 33,126 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #137.

Lake Street Advisors Group first reported a position in UBER in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.77M in Q4 2023. 1,961 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Lake Street Advisors Group held 33,126 shares of Uber worth $2M as of Q4 2024.
Lake Street Advisors Group sold 8,446 Uber shares in Q4 2024, an estimated $603K.
Uber made up 0.09% of Lake Street Advisors Group's portfolio in Q4 2024, its #137 holding.
Lake Street Advisors Group first reported a position in Uber in Q4 2021 and has held it in 13 quarters since.
Lake Street Advisors Group's Uber position peaked at $4.77M in Q4 2023.
1,961 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.