McDonald Partners’s Uber UBER Stock Holding History

McDonald Partners’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
2025 Q3	–	Sell	-9,001	Closed	-$840K	–	256
2025 Q2	$840K	Sell	9,001 -40	-0.4%	-$3.29K	0.2%	130
2025 Q1	$659K	Buy	9,041 +45	+0.5%	+$3.24K	0.17%	143
2024 Q4	$543K	Sell	8,996 -3,000	-25%	-$214K	0.14%	155
2024 Q3	$902K	Sell	11,996 -411	-3%	-$28.9K	0.23%	116
2024 Q2	$902K	Sell	12,407 -47	-0.4%	-$3.27K	0.24%	108
2024 Q1	$959K	Sell	12,454 -125	-1%	-$8.97K	0.26%	106
2023 Q4	$774K	Hold	12,579	–	–	0.23%	119
2023 Q3	$579K	Sell	12,579 -12	-0.1%	-$548	0.19%	136
2023 Q2	$544K	Sell	12,591 -325	-3%	-$12.1K	0.17%	149
2023 Q1	$409K	Sell	12,916 -1,176	-8%	-$37.3K	0.13%	162
2022 Q4	$348K	Sell	14,092 -340	-2%	-$9.3K	0.12%	171
2022 Q3	$382K	Sell	14,432 -482	-3%	-$13.3K	0.15%	160
2022 Q2	$305K	Buy	14,914 +1,156	+8%	+$30.7K	0.08%	235
2022 Q1	$491K	Buy	13,758 +13,751	+196,443%	+$494K	0.11%	202
2021 Q4	$294	Buy	+7	New	+$302	﹤0.01%	534

Other funds holding UBER

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return