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Minot Wealth Management’s Uber UBER Stock Holding History

Minot Wealth 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
2022
Q2 		$298K Buy
14,562
+17
+0.1% +$451 0.08% 148
2022
Q1 		$519K Buy
+14,545
New +$523K 0.11% 126

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Minot Wealth Management's UBER Position: Q2 2022 in Review

Minot Wealth Management increased its Uber (UBER) stake by 0.12% in Q2 2022, buying an estimated $451 and bringing the position to 14,562 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #148.

Minot Wealth Management first reported a position in UBER in Q1 2022 and has held it in 2 quarters since. The position peaked at $519K in Q1 2022. 1,047 funds tracked by Wall St. Rank hold UBER as of Q2 2022.

  • Minot Wealth Management held 14,562 shares of Uber worth $298K as of Q2 2022.
  • Minot Wealth Management bought 17 Uber shares in Q2 2022, an estimated $451.
  • Uber made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #148 holding.
  • Minot Wealth Management first reported a position in Uber in Q1 2022 and has held it in 2 quarters since.
  • Minot Wealth Management's Uber position peaked at $519K in Q1 2022.
  • 1,047 funds tracked by Wall St. Rank held Uber as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.