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Leeward Financial Partners’s Uber UBER Stock Holding History

Leeward Financial Partners’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
Q4 		– Sell
-5,247
Closed -$241K – 93
2023
Q3 		$241K Hold
5,247
– – 0.13% 72
2023
Q2 		$227K Buy
+5,247
New +$195K 0.13% 78
2022
Q1 		– Sell
-5,020
Closed -$210K – 73
2021
Q4 		$210K Buy
+5,020
New +$216K 0.13% 68

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leeward Financial Partners's UBER Position: Q4 2023 in Review

Leeward Financial Partners sold out of Uber (UBER) in Q4 2023, closing a stake of 5,247 shares — an estimated $241K sold.

Leeward Financial Partners first reported a position in UBER in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q3 2023. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

  • Leeward Financial Partners reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
  • Leeward Financial Partners sold 5,247 Uber shares in Q4 2023, an estimated $241K.
  • Leeward Financial Partners first reported a position in Uber in Q4 2021 and held it in 3 quarters.
  • Leeward Financial Partners's Uber position peaked at $241K in Q3 2023.
  • 1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Leeward Financial Partners's 13F filing for Q4 2023, filed 26 Jan 2024.