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MPS Loria Financial Planners’s Uber UBER Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-1,000
Closed -$54K – 531
2021
Q1 		$54K Buy
+1,000
New +$55.8K 0.03% 156

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's UBER Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Uber (UBER) in Q2 2021, closing a stake of 1,000 shares — an estimated $54K sold.

MPS Loria Financial Planners first reported a position in UBER in Q1 2021 and held it in 1 quarter. The position peaked at $54K in Q1 2021. 1,087 funds tracked by Wall St. Rank hold UBER as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Uber position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,000 Uber shares in Q2 2021, an estimated $54K.
  • MPS Loria Financial Planners first reported a position in Uber in Q1 2021 and held it in 1 quarter.
  • MPS Loria Financial Planners's Uber position peaked at $54K in Q1 2021.
  • 1,087 funds tracked by Wall St. Rank held Uber as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.