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McClarren Financial Advisors’s Uber UBER Stock Holding History

McClarren Financial 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
Q2 		– Sell
-405
Closed -$14K – 257
2022
Q1 		$14K Hold
405
– – 0.01% 197
2021
Q4 		$17K Hold
405
– – 0.01% 206
2021
Q3 		$18K Hold
405
– – 0.01% 174
2021
Q2 		$20K Hold
405
– – 0.02% 180
2021
Q1 		$22K Hold
405
– – 0.02% 152
2020
Q4 		$20K Buy
+405
New +$18.1K 0.02% 140

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

McClarren Financial Advisors's UBER Position: Q2 2022 in Review

McClarren Financial Advisors sold out of Uber (UBER) in Q2 2022, closing a stake of 405 shares — an estimated $14K sold.

McClarren Financial Advisors first reported a position in UBER in Q4 2020 and held it in 6 quarters. The position peaked at $22K in Q1 2021. 1,047 funds tracked by Wall St. Rank hold UBER as of Q2 2022.

  • McClarren Financial Advisors reported no remaining Uber position as of Q2 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 405 Uber shares in Q2 2022, an estimated $14K.
  • McClarren Financial Advisors first reported a position in Uber in Q4 2020 and held it in 6 quarters.
  • McClarren Financial Advisors's Uber position peaked at $22K in Q1 2021.
  • 1,047 funds tracked by Wall St. Rank held Uber as of Q2 2022.

Based on McClarren Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.