PWAG
UBER icon

Polaris Wealth Advisory Group’s Uber UBER Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		$8.27M Buy
+179,822
New +$8.22M 0.63% 56
2021
Q4 		– Sell
-192,657
Closed -$9.23M – 195
2021
Q3 		$9.23M Buy
+192,657
New +$8.42M 0.55% 59

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polaris Wealth Advisory Group's UBER Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Uber (UBER) in Q3 2023: 179,822 shares worth $8.27M. The stake represents 0.63% of the portfolio and ranks #56 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in UBER as recently as Q3 2021.

Polaris Wealth Advisory Group first reported a position in UBER in Q3 2021 and has held it in 2 quarters since. The position peaked at $9.23M in Q3 2021. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Polaris Wealth Advisory Group held 179,822 shares of Uber worth $8.27M as of Q3 2023.
  • Uber was a new Polaris Wealth Advisory Group position in Q3 2023.
  • Uber made up 0.63% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #56 holding.
  • Polaris Wealth Advisory Group first reported a position in Uber in Q3 2021 and has held it in 2 quarters since.
  • Polaris Wealth Advisory Group's Uber position peaked at $9.23M in Q3 2021.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.