PFS Investments’s Uber UBER Stock Holding History

PFS Investments’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
2023 Q2	$3.49M	Buy	80,870 +6,482	+9%	+$241K	0.06%	266
2023 Q1	$2.32M	Buy	74,388 +7,987	+12%	+$253K	0.04%	290
2022 Q4	$1.64M	Buy	66,401 +2,532	+4%	+$69.3K	0.03%	315
2022 Q3	$1.69M	Buy	63,869 +2,964	+5%	+$81.9K	0.03%	293
2022 Q2	$1.25M	Buy	60,905 +9,469	+18%	+$251K	0.03%	316
2022 Q1	$1.83M	Buy	51,436 +21,683	+73%	+$780K	0.03%	290
2021 Q4	$1.25M	Buy	29,753 +2,696	+10%	+$116K	0.02%	325
2021 Q3	$1.24M	Buy	27,057 +3,491	+15%	+$153K	0.03%	307
2021 Q2	$1.16M	Buy	23,566 +3,109	+15%	+$162K	0.03%	290
2021 Q1	$1.11M	Buy	+20,457	New	+$1.14M	0.03%	264

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PFS Investments's UBER Position: Q2 2023 in Review

PFS Investments increased its Uber (UBER) stake by 8.7% in Q2 2023, buying an estimated $241K and bringing the position to 80,870 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #266.

PFS Investments first reported a position in UBER in Q1 2021 and has held it in 10 quarters since. 1,315 funds tracked by Wall St. Rank hold UBER as of Q2 2023.

PFS Investments held 80,870 shares of Uber worth $3.49M as of Q2 2023.
PFS Investments bought 6,482 Uber shares in Q2 2023, an estimated $241K.
Uber made up 0.06% of PFS Investments's portfolio in Q2 2023, its #266 holding.
PFS Investments first reported a position in Uber in Q1 2021 and has held it in 10 quarters since.
1,315 funds tracked by Wall St. Rank held Uber as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.