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Morningstar Investment Services’s Uber UBER Stock Holding History

Morningstar Investment Services’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
-8,771
Closed -$664K – 386
2024
Q3 		$664K Buy
8,771
+1,460
+20% +$103K 0.01% 251
2024
Q2 		$514K Buy
7,311
+876
+14% +$60.9K 0.01% 247
2024
Q1 		$503K Sell
6,435
-3,733
-37% -$268K 0.01% 231
2023
Q4 		$642K Buy
10,168
+5,597
+122% +$293K ﹤0.01% 270
2023
Q3 		$211K Buy
+4,571
New +$209K ﹤0.01% 273
2023
Q1 		– Sell
-996,701
Closed -$25.7M – 238
2022
Q4 		$25.7M Sell
996,701
-34,510
-3% -$944K 0.35% 84
2022
Q3 		$28.7M Sell
1,031,211
-43,275
-4% -$1.2M 0.41% 74
2022
Q2 		$23.3M Sell
1,074,486
-134,796
-11% -$3.58M 0.31% 81
2022
Q1 		$44.4M Buy
1,209,282
+20,935
+2% +$753K 0.49% 50
2021
Q4 		$49.9M Buy
1,188,347
+27,566
+2% +$1.19M 0.55% 44
2021
Q3 		$51.9M Buy
1,160,781
+19,583
+2% +$856K 0.61% 44
2021
Q2 		$57.9M Buy
1,141,198
+36,543
+3% +$1.91M 0.69% 41
2021
Q1 		$59.1M Buy
1,104,655
+19,321
+2% +$1.08M 0.77% 37
2020
Q4 		$55.4M Buy
1,085,334
+27,223
+3% +$1.22M 0.77% 36
2020
Q3 		$37.5M Buy
1,058,111
+31,126
+3% +$1.03M 0.58% 48
2020
Q2 		$30.4M Buy
1,026,985
+38,625
+4% +$1.2M 0.5% 54
2020
Q1 		$27.5M Buy
988,360
+40,347
+4% +$1.33M 0.5% 53
2019
Q4 		$28.2M Buy
948,013
+626,897
+195% +$18.6M 0.44% 75
2019
Q3 		$9.77M Buy
321,116
+19,062
+6% +$717K 0.17% 110
2019
Q2 		$14M Buy
+302,054
New +$12.8M 0.23% 102

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Morningstar Investment Services's UBER Position: Q4 2024 in Review

Morningstar Investment Services sold out of Uber (UBER) in Q4 2024, closing a stake of 8,771 shares — an estimated $664K sold.

Morningstar Investment Services first reported a position in UBER in Q2 2019 and held it in 20 quarters. The position peaked at $59.1M in Q1 2021. 1,960 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Morningstar Investment Services reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 8,771 Uber shares in Q4 2024, an estimated $664K.
  • Morningstar Investment Services first reported a position in Uber in Q2 2019 and held it in 20 quarters.
  • Morningstar Investment Services's Uber position peaked at $59.1M in Q1 2021.
  • 1,960 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.