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ProVise Management Group’s Uber UBER Stock Holding History

ProVise 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
2024
Q4 		– Sell
-3,505
Closed -$263K – 291
2024
Q3 		$263K Sell
3,505
-500
-12% -$35.2K 0.02% 256
2024
Q2 		$291K Hold
4,005
– – 0.02% 243
2024
Q1 		$308K Buy
4,005
+500
+14% +$35.9K 0.03% 239
2023
Q4 		$216K Sell
3,505
-1,000
-22% -$52.3K 0.02% 315
2023
Q3 		$207K Buy
+4,505
New +$206K 0.02% 313
2022
Q2 		– Sell
-12,124
Closed -$433K – 374
2022
Q1 		$433K Buy
12,124
+1,050
+9% +$37.8K 0.04% 238
2021
Q4 		$464K Buy
11,074
+1,913
+21% +$82.5K 0.04% 248
2021
Q3 		$410K Buy
9,161
+2,557
+39% +$112K 0.04% 247
2021
Q2 		$331K Buy
6,604
+101
+2% +$5.28K 0.03% 271
2021
Q1 		$354K Buy
6,503
+345
+6% +$19.3K 0.04% 254
2020
Q4 		$314K Buy
+6,158
New +$276K 0.04% 255
2020
Q3 		– Sell
-10,487
Closed -$326K – 308
2020
Q2 		$326K Buy
+10,487
New +$327K 0.05% 222

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return