Northwest Investment Counselors’s Uber UBER Stock Holding History

Northwest Investment Counselors’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 Q3	$58.4K	Buy	+777	New	+$54.7K	0.01%	231
2024 Q2	–	Sell	-777	Closed	-$59.8K	–	475
2024 Q1	$59.8K	Buy	+777	New	+$55.8K	0.01%	219
2023 Q4	–	Sell	-777	Closed	-$35.7K	–	506
2023 Q3	$35.7K	Buy	777 +77	+11%	+$3.52K	0.01%	260
2023 Q2	$30.2K	Sell	700 -1,480	-68%	-$55K	0.01%	283
2023 Q1	$69.1K	Buy	2,180 +700	+47%	+$22.2K	0.02%	212
2022 Q4	$36.6K	Hold	1,480	–	–	0.01%	273
2022 Q3	$39K	Hold	1,480	–	–	0.01%	240
2022 Q2	$30K	Hold	1,480	–	–	0.01%	265
2022 Q1	$53K	Hold	1,480	–	–	0.01%	227
2021 Q4	$62K	Buy	+1,480	New	+$63.8K	0.02%	210

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Investment Counselors's UBER Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Uber (UBER) in Q3 2024: 777 shares worth $58.4K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in UBER as recently as Q1 2024.

Northwest Investment Counselors first reported a position in UBER in Q4 2021 and has held it in 10 quarters since. The position peaked at $69.1K in Q1 2023. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

Northwest Investment Counselors held 777 shares of Uber worth $58.4K as of Q3 2024.
Uber was a new Northwest Investment Counselors position in Q3 2024.
Uber made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #231 holding.
Northwest Investment Counselors first reported a position in Uber in Q4 2021 and has held it in 10 quarters since.
Northwest Investment Counselors's Uber position peaked at $69.1K in Q1 2023.
1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.