PCMC
UBER icon

Planning Capital Management Corporation’s Uber UBER Stock Holding History

Planning Capital Management Corporation’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 		$115K Buy
1,532
+750
+96% +$52.8K 0.08% 121
2024
Q2 		$56.8K Buy
782
+702
+878% +$48.8K 0.04% 184
2024
Q1 		$6.16K Sell
80
-1
-1% -$72 ﹤0.01% 464
2023
Q4 		$4.99K Buy
+81
New +$4.24K ﹤0.01% 484

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

Planning Capital Management Corporation's UBER Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Uber (UBER) stake by 96% in Q3 2024, buying an estimated $52.8K and bringing the position to 1,532 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #121.

Planning Capital Management Corporation first reported a position in UBER in Q4 2023 and has held it in 4 quarters since. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Planning Capital Management Corporation held 1,532 shares of Uber worth $115K as of Q3 2024.
  • Planning Capital Management Corporation bought 750 Uber shares in Q3 2024, an estimated $52.8K.
  • Uber made up 0.08% of Planning Capital Management Corporation's portfolio in Q3 2024, its #121 holding.
  • Planning Capital Management Corporation first reported a position in Uber in Q4 2023 and has held it in 4 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.