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Mount Lucas Management’s Uber UBER Stock Holding History

Mount Lucas 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
2024
Q2 		– Sell
-17,826
Closed -$1.37M – 187
2024
Q1 		$1.37M Sell
17,826
-1,594
-8% -$114K 0.38% 79
2023
Q4 		$1.2M Sell
19,420
-7
-0% -$366 0.34% 84
2023
Q3 		$893K Sell
19,427
-2,504
-11% -$114K 0.32% 78
2023
Q2 		$947K Buy
+21,931
New +$815K 0.32% 81

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mount Lucas Management's UBER Position: Q2 2024 in Review

Mount Lucas Management sold out of Uber (UBER) in Q2 2024, closing a stake of 17,826 shares — an estimated $1.37M sold.

Mount Lucas Management first reported a position in UBER in Q2 2023 and held it in 4 quarters. The position peaked at $1.37M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Mount Lucas Management reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • Mount Lucas Management sold 17,826 Uber shares in Q2 2024, an estimated $1.37M.
  • Mount Lucas Management first reported a position in Uber in Q2 2023 and held it in 4 quarters.
  • Mount Lucas Management's Uber position peaked at $1.37M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.