Lee Financial’s Uber UBER Stock Holding History

Lee Financial’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 Q1	–	Sell	-157	Closed	-$9.67K	–	775
2023 Q4	$9.67K	Buy	157 +2	+1%	+$105	﹤0.01%	435
2023 Q3	$7.13K	Hold	155	–	–	﹤0.01%	464
2023 Q2	$6.69K	Hold	155	–	–	﹤0.01%	469
2023 Q1	$4.91K	Sell	155 -50	-24%	-$1.59K	﹤0.01%	535
2022 Q4	$5.07K	Hold	205	–	–	﹤0.01%	546
2022 Q3	$6K	Buy	205 +52	+34%	+$1.44K	﹤0.01%	519
2022 Q2	$4K	Buy	153 +7	+5%	+$186	﹤0.01%	600
2022 Q1	$5K	Sell	146 -52	-26%	-$1.87K	﹤0.01%	518
2021 Q4	$9K	Sell	198 -1,060	-84%	-$45.7K	﹤0.01%	526
2021 Q3	$56K	Hold	1,258	–	–	0.01%	217
2021 Q2	$63K	Buy	1,258 +43	+4%	+$2.25K	0.01%	210
2021 Q1	$66K	Hold	1,215	–	–	0.02%	212
2020 Q4	$62K	Hold	1,215	–	–	0.02%	193
2020 Q3	$44K	Buy	1,215 +20	+2%	+$660	0.01%	245
2020 Q2	$37K	Hold	1,195	–	–	0.01%	230
2020 Q1	$33K	Hold	1,195	–	–	0.01%	201
2019 Q4	$36K	Hold	1,195	–	–	0.01%	211
2019 Q3	$36K	Buy	+1,195	New	+$45K	0.01%	209

Other funds holding UBER

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Geode Capital Management

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

Wellington Management Group

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