Personal Capital Advisors’s Uber UBER Stock Holding History

Personal Capital Advisors’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
2022 Q4	$65.3M	Sell	2,639,073 -154,476	-6%	-$4.23M	0.32%	73
2022 Q3	$74M	Buy	2,793,549 +1,032,616	+59%	+$28.5M	0.4%	57
2022 Q2	$36M	Buy	1,760,933 +28,025	+2%	+$744K	0.19%	112
2022 Q1	$61.8M	Buy	1,732,908 +511,547	+42%	+$18.4M	0.29%	81
2021 Q4	$51.3M	Buy	1,221,361 +23,804	+2%	+$1.03M	0.24%	100
2021 Q3	$53.7M	Sell	1,197,557 -12,449	-1%	-$544K	0.27%	89
2021 Q2	$60.6M	Buy	1,210,006 +180,654	+18%	+$9.44M	0.32%	75
2021 Q1	$56.1M	Buy	1,029,352 +143,436	+16%	+$8M	0.33%	73
2020 Q4	$45.2M	Buy	885,916 +18,969	+2%	+$850K	0.29%	85
2020 Q3	$31.6M	Buy	866,947 +69,748	+9%	+$2.3M	0.24%	93
2020 Q2	$24.8M	Buy	797,199 +88,661	+13%	+$2.76M	0.2%	101
2020 Q1	$20.2M	Buy	708,538 +694,760	+5,043%	+$22.9M	0.2%	102
2019 Q4	$410K	Buy	+13,778	New	+$409K	﹤0.01%	286

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Personal Capital Advisors's UBER Position: Q4 2022 in Review

Personal Capital Advisors reduced its Uber (UBER) stake by 5.5% in Q4 2022, selling an estimated $4.23M and leaving 2,639,073 shares worth $65.3M. The position accounts for 0.32% of the portfolio, ranked #73.

Personal Capital Advisors first reported a position in UBER in Q4 2019 and has held it in 13 quarters since. The position peaked at $74M in Q3 2022. 1,117 funds tracked by Wall St. Rank hold UBER as of Q4 2022.

Personal Capital Advisors held 2,639,073 shares of Uber worth $65.3M as of Q4 2022.
Personal Capital Advisors sold 154,476 Uber shares in Q4 2022, an estimated $4.23M.
Uber made up 0.32% of Personal Capital Advisors's portfolio in Q4 2022, its #73 holding.
Personal Capital Advisors first reported a position in Uber in Q4 2019 and has held it in 13 quarters since.
Personal Capital Advisors's Uber position peaked at $74M in Q3 2022.
1,117 funds tracked by Wall St. Rank held Uber as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.