MBM Wealth Consultants’s Uber UBER Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-367	Closed	-$9K	–	340
2022 Q4	$9K	Buy	+367	New	+$10K	﹤0.01%	234

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MBM Wealth Consultants's UBER Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Uber (UBER) in Q1 2023, closing a stake of 367 shares — an estimated $9K sold.

MBM Wealth Consultants first reported a position in UBER in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 1,183 funds tracked by Wall St. Rank hold UBER as of Q1 2023.

MBM Wealth Consultants reported no remaining Uber position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 367 Uber shares in Q1 2023, an estimated $9K.
MBM Wealth Consultants first reported a position in Uber in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Uber position peaked at $9K in Q4 2022.
1,183 funds tracked by Wall St. Rank held Uber as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.