OTA Financial Group’s Uber UBER Stock Holding History

OTA Financial Group’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
2020 Q1	–	Sell	-14,663	Closed	-$436K	–	63
2019 Q4	$436K	Buy	+14,663	New	+$435K	0.29%	38

Other funds holding UBER

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

OTA Financial Group's UBER Position: Q1 2020 in Review

OTA Financial Group sold out of Uber (UBER) in Q1 2020, closing a stake of 14,663 shares — an estimated $436K sold.

OTA Financial Group first reported a position in UBER in Q4 2019 and held it in 1 quarter. The position peaked at $436K in Q4 2019. 727 funds tracked by Wall St. Rank hold UBER as of Q1 2020.

OTA Financial Group reported no remaining Uber position as of Q1 2020 after selling out during the quarter.
OTA Financial Group sold 14,663 Uber shares in Q1 2020, an estimated $436K.
OTA Financial Group first reported a position in Uber in Q4 2019 and held it in 1 quarter.
OTA Financial Group's Uber position peaked at $436K in Q4 2019.
727 funds tracked by Wall St. Rank held Uber as of Q1 2020.

Based on OTA Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.