Milestone Wealth’s Uber UBER Stock Holding History

Milestone Wealth’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 Q3	$18K	Hold	688	–	–	0.02%	153
2022 Q2	$14K	Hold	688	–	–	0.01%	157
2022 Q1	$29K	Hold	688	–	–	0.02%	164
2021 Q4	$29K	Buy	+688	New	+$29.7K	0.02%	164

Other funds holding UBER

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

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

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

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

PIF

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Milestone Wealth's UBER Position: Q3 2022 in Review

Milestone Wealth held its Uber (UBER) position steady in Q3 2022 at 688 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #153.

Milestone Wealth first reported a position in UBER in Q4 2021 and has held it in 4 quarters since. The position peaked at $29K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

Milestone Wealth held 688 shares of Uber worth $18K as of Q3 2022.
Milestone Wealth left its Uber share count unchanged in Q3 2022.
Uber made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #153 holding.
Milestone Wealth first reported a position in Uber in Q4 2021 and has held it in 4 quarters since.
Milestone Wealth's Uber position peaked at $29K in Q1 2022.
1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.