Peninsula Wealth’s Uber UBER Stock Holding History

Peninsula Wealth’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 Q4	$454K	Sell	7,534 -417	-5%	-$29.8K	0.08%	75
2024 Q3	$651K	Sell	7,951 -346	-4%	-$24.4K	0.11%	59
2024 Q2	$601K	Sell	8,297 -573	-6%	-$39.8K	0.11%	59
2024 Q1	$683K	Buy	8,870 +133	+2%	+$9.55K	0.14%	53
2023 Q4	$538K	Buy	8,737 +420	+5%	+$22K	0.11%	53
2023 Q3	$358K	Buy	8,317 +25	+0.3%	+$1.14K	0.08%	58
2023 Q2	$358K	Hold	8,292	–	–	0.09%	52
2023 Q1	$263K	Hold	8,292	–	–	0.08%	66
2022 Q4	$205K	Hold	8,292	–	–	0.06%	70
2022 Q3	$220K	Buy	+8,292	New	+$229K	0.08%	66
2022 Q2	–	Sell	-8,292	Closed	-$296K	–	71
2022 Q1	$296K	Buy	+8,292	New	+$298K	0.08%	52

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Peninsula Wealth's UBER Position: Q4 2024 in Review

Peninsula Wealth reduced its Uber (UBER) stake by 5.2% in Q4 2024, selling an estimated $29.8K and leaving 7,534 shares worth $454K. The position accounts for 0.08% of the portfolio, ranked #75.

Peninsula Wealth first reported a position in UBER in Q1 2022 and has held it in 11 quarters since. The position peaked at $683K in Q1 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Peninsula Wealth held 7,534 shares of Uber worth $454K as of Q4 2024.
Peninsula Wealth sold 417 Uber shares in Q4 2024, an estimated $29.8K.
Uber made up 0.08% of Peninsula Wealth's portfolio in Q4 2024, its #75 holding.
Peninsula Wealth first reported a position in Uber in Q1 2022 and has held it in 11 quarters since.
Peninsula Wealth's Uber position peaked at $683K in Q1 2024.
1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.