Lenox Wealth Advisors’s Uber UBER Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$13K	Buy	415 +82	+25%	+$2.95K	﹤0.01%	447
2021 Q4	$14K	Buy	333 +33	+11%	+$1.42K	﹤0.01%	463
2021 Q3	$13K	Hold	300	–	–	﹤0.01%	438
2021 Q2	$15K	Sell	300 -128	-30%	-$6.68K	﹤0.01%	414
2021 Q1	$23K	Sell	428 -260	-38%	-$14.5K	﹤0.01%	294
2020 Q4	$35K	Buy	688 +188	+38%	+$8.43K	0.01%	239
2020 Q3	$18K	Hold	500	–	–	﹤0.01%	301
2020 Q2	$16K	Hold	500	–	–	﹤0.01%	328
2020 Q1	$14K	Buy	+500	New	+$16.5K	﹤0.01%	310

Other funds holding UBER

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Lenox Wealth Advisors's UBER Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Uber (UBER) stake by 25% in Q1 2022, buying an estimated $2.95K and bringing the position to 415 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Lenox Wealth Advisors first reported a position in UBER in Q1 2020 and has held it in 9 quarters since. The position peaked at $35K in Q4 2020. 1,193 funds tracked by Wall St. Rank hold UBER as of Q1 2022.

Lenox Wealth Advisors held 415 shares of Uber worth $13K as of Q1 2022.
Lenox Wealth Advisors bought 82 Uber shares in Q1 2022, an estimated $2.95K.
Uber made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #447 holding.
Lenox Wealth Advisors first reported a position in Uber in Q1 2020 and has held it in 9 quarters since.
Lenox Wealth Advisors's Uber position peaked at $35K in Q4 2020.
1,193 funds tracked by Wall St. Rank held Uber as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.