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Plan Group Financial’s Uber UBER Stock Holding History

Plan Group Financial’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 		– Sell
-2,868
Closed -$208K – 119
2024
Q2 		$208K Sell
2,868
-12
-0.4% -$834 0.13% 91
2024
Q1 		$222K Buy
+2,880
New +$207K 0.15% 87

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plan Group Financial's UBER Position: Q3 2024 in Review

Plan Group Financial sold out of Uber (UBER) in Q3 2024, closing a stake of 2,868 shares — an estimated $208K sold.

Plan Group Financial first reported a position in UBER in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Plan Group Financial reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Plan Group Financial sold 2,868 Uber shares in Q3 2024, an estimated $208K.
  • Plan Group Financial first reported a position in Uber in Q1 2024 and held it in 2 quarters.
  • Plan Group Financial's Uber position peaked at $222K in Q1 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Plan Group Financial's 13F filing for Q3 2024, filed 22 Oct 2024.