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Provence Wealth Management Group’s Uber UBER Stock Holding History

Provence Wealth Management 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
Q4 		$445K Buy
7,222
+2,152
+42% +$113K 0.24% 87
2023
Q3 		$233K Buy
+5,070
New +$232K 0.14% 131

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Provence Wealth Management Group's UBER Position: Q4 2023 in Review

Provence Wealth Management Group increased its Uber (UBER) stake by 42% in Q4 2023, buying an estimated $113K and bringing the position to 7,222 shares worth $445K. The position accounts for 0.24% of the portfolio, ranked #87.

Provence Wealth Management Group first reported a position in UBER in Q3 2023 and has held it in 2 quarters since. 1,552 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

  • Provence Wealth Management Group held 7,222 shares of Uber worth $445K as of Q4 2023.
  • Provence Wealth Management Group bought 2,152 Uber shares in Q4 2023, an estimated $113K.
  • Uber made up 0.24% of Provence Wealth Management Group's portfolio in Q4 2023, its #87 holding.
  • Provence Wealth Management Group first reported a position in Uber in Q3 2023 and has held it in 2 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.