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Liberty Wealth Management’s Uber UBER Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-4,035
Closed -$180K – 1035
2021
Q3 		$180K Buy
4,035
+1,122
+39% +$49K 0.06% 180
2021
Q2 		$146K Buy
2,913
+1,342
+85% +$70.1K 0.06% 166
2021
Q1 		$82K Hold
1,571
– – 0.04% 207
2020
Q4 		$82K Buy
1,571
+773
+97% +$34.6K 0.04% 205
2020
Q3 		$29K Sell
798
-58
-7% -$1.92K 0.02% 334
2020
Q2 		$27K Buy
856
+80
+10% +$2.49K 0.02% 334
2020
Q1 		$22K Buy
776
+197
+34% +$6.48K 0.02% 345
2019
Q4 		$17K Buy
579
+148
+34% +$4.39K 0.01% 441
2019
Q3 		$13K Buy
431
+30
+7% +$1.13K 0.01% 477
2019
Q2 		$19K Buy
+401
New +$17K 0.02% 420

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Liberty Wealth Management's UBER Position: Q4 2021 in Review

Liberty Wealth Management sold out of Uber (UBER) in Q4 2021, closing a stake of 4,035 shares — an estimated $180K sold.

Liberty Wealth Management first reported a position in UBER in Q2 2019 and held it in 10 quarters. The position peaked at $180K in Q3 2021. 1,230 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

  • Liberty Wealth Management reported no remaining Uber position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4,035 Uber shares in Q4 2021, an estimated $180K.
  • Liberty Wealth Management first reported a position in Uber in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Uber position peaked at $180K in Q3 2021.
  • 1,230 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.