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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's UBER Position: Q1 2024 in Review

Lee Financial sold out of Uber (UBER) in Q1 2024, closing a stake of 157 shares — an estimated $9.67K sold.

Lee Financial first reported a position in UBER in Q3 2019 and held it in 18 quarters. The position peaked at $66K in Q1 2021. 1,715 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

Lee Financial reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 157 Uber shares in Q1 2024, an estimated $9.67K.
Lee Financial first reported a position in Uber in Q3 2019 and held it in 18 quarters.
Lee Financial's Uber position peaked at $66K in Q1 2021.
1,715 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.