Morningstar Investment Services’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,771
| Closed | -$664K | – | 386 |
|
|
2024
Q3 | $664K | Buy |
8,771
+1,460
| +20% | +$111K | 0.01% | 251 |
|
|
2024
Q2 | $514K | Buy |
7,311
+876
| +14% | +$61.6K | 0.01% | 247 |
|
|
2024
Q1 | $503K | Sell |
6,435
-3,733
| -37% | -$292K | 0.01% | 231 |
|
|
2023
Q4 | $642K | Buy |
10,168
+5,597
| +122% | +$353K | ﹤0.01% | 270 |
|
|
2023
Q3 | $211K | Buy |
+4,571
| New | +$211K | ﹤0.01% | 273 |
|
|
2023
Q1 | – | Sell |
-996,701
| Closed | -$25.7M | – | 238 |
|
|
2022
Q4 | $25.7M | Sell |
996,701
-34,510
| -3% | -$890K | 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% | -$2.92M | 0.31% | 81 |
|
|
2022
Q1 | $44.4M | Buy |
1,209,282
+20,935
| +2% | +$769K | 0.49% | 50 |
|
|
2021
Q4 | $49.9M | Buy |
1,188,347
+27,566
| +2% | +$1.16M | 0.55% | 44 |
|
|
2021
Q3 | $51.9M | Buy |
1,160,781
+19,583
| +2% | +$875K | 0.61% | 44 |
|
|
2021
Q2 | $57.9M | Buy |
1,141,198
+36,543
| +3% | +$1.85M | 0.69% | 41 |
|
|
2021
Q1 | $59.1M | Buy |
1,104,655
+19,321
| +2% | +$1.03M | 0.77% | 37 |
|
|
2020
Q4 | $55.4M | Buy |
1,085,334
+27,223
| +3% | +$1.39M | 0.77% | 36 |
|
|
2020
Q3 | $37.5M | Buy |
1,058,111
+31,126
| +3% | +$1.1M | 0.58% | 48 |
|
|
2020
Q2 | $30.4M | Buy |
1,026,985
+38,625
| +4% | +$1.14M | 0.5% | 54 |
|
|
2020
Q1 | $27.5M | Buy |
988,360
+40,347
| +4% | +$1.12M | 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% | +$580K | 0.17% | 110 |
|
|
2019
Q2 | $14M | Buy |
+302,054
| New | +$14M | 0.23% | 102 |
|