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Legacy Wealth Partners (California)’s Uber UBER Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q3 		– Sell
-18,575
Closed -$577K – 107
2020
Q2 		$577K Buy
18,575
+3,038
+20% +$94.7K 0.44% 47
2020
Q1 		$434K Buy
+15,537
New +$511K 0.4% 52

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Legacy Wealth Partners (California)'s UBER Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of Uber (UBER) in Q3 2020, closing a stake of 18,575 shares — an estimated $577K sold.

Legacy Wealth Partners (California) first reported a position in UBER in Q1 2020 and held it in 2 quarters. The position peaked at $577K in Q2 2020. 820 funds tracked by Wall St. Rank hold UBER as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining Uber position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 18,575 Uber shares in Q3 2020, an estimated $577K.
  • Legacy Wealth Partners (California) first reported a position in Uber in Q1 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Uber position peaked at $577K in Q2 2020.
  • 820 funds tracked by Wall St. Rank held Uber as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.