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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 $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return