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Moody Lynn & Lieberson’s Uber UBER Stock Holding History

Moody Lynn & Lieberson’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
2024
Q4 		– Sell
-186,287
Closed -$14M – 262
2024
Q3 		$14M Buy
186,287
+24,844
+15% +$1.75M 0.86% 30
2024
Q2 		$11.7M Sell
161,443
-52,975
-25% -$3.68M 0.77% 32
2024
Q1 		$16.5M Buy
214,418
+183,783
+600% +$13.2M 1.11% 30
2023
Q4 		$1.89M Buy
+30,635
New +$1.6M 0.14% 88
2022
Q4 		– Sell
-529,300
Closed -$14M – 237
2022
Q3 		$14M Buy
+529,300
New +$14.6M 1.35% 29
2022
Q1 		– Sell
-53,469
Closed -$2.24M – 256
2021
Q4 		$2.24M Sell
53,469
-122,397
-70% -$5.28M 0.15% 86
2021
Q3 		$7.88M Buy
+175,866
New +$7.68M 0.59% 47

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return