M&G Investment Management’s Uber UBER Stock Holding History

M&G Investment 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
2023 Q4	$7.71M	Sell	124,359 -174,862	-58%	-$9.15M	0.03%	252
2023 Q3	$13.8M	Sell	299,221 -13,285	-4%	-$607K	0.06%	162
2023 Q2	$13.4M	Buy	312,506 +151,477	+94%	+$5.63M	0.05%	165
2023 Q1	$5.15M	Buy	161,029 +156,971	+3,868%	+$4.98M	0.02%	257
2022 Q4	$101K	Buy	+4,058	New	+$111K	﹤0.01%	435
2022 Q1	–	Sell	-258,147	Closed	-$10.8K	–	510
2021 Q4	$10.8K	Sell	258,147 -279	-0.1%	-$12K	0.03%	195
2021 Q3	$11.6K	Buy	258,426 +253,157	+4,805%	+$11.1M	0.03%	259
2021 Q2	$263	Buy	5,269 +896	+20%	+$46.8K	﹤0.01%	707
2021 Q1	$241	Sell	4,373 -381	-8%	-$21.3K	﹤0.01%	419
2020 Q4	$242	Buy	+4,754	New	+$213K	﹤0.01%	409

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M&G Investment Management's UBER Position: Q4 2023 in Review

M&G Investment Management reduced its Uber (UBER) stake by 58% in Q4 2023, selling an estimated $9.15M and leaving 124,359 shares worth $7.71M. The position accounts for 0.03% of the portfolio, ranked #252.

M&G Investment Management first reported a position in UBER in Q4 2020 and has held it in 10 quarters since. The position peaked at $13.8M in Q3 2023. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

M&G Investment Management held 124,359 shares of Uber worth $7.71M as of Q4 2023.
M&G Investment Management sold 174,862 Uber shares in Q4 2023, an estimated $9.15M.
Uber made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #252 holding.
M&G Investment Management first reported a position in Uber in Q4 2020 and has held it in 10 quarters since.
M&G Investment Management's Uber position peaked at $13.8M in Q3 2023.
1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.