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PRW Wealth Management’s Uber UBER Stock Holding History

PRW Wealth Management’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 		$238K Sell
5,573
-627
-10% -$28.6K 0.09% 89
2023
Q2 		$282K Buy
+6,200
New +$230K 0.1% 54
2022
Q2 		– Sell
-5,977
Closed -$213K – 121
2022
Q1 		$213K Sell
5,977
-15
-0.3% -$539 0.09% 111
2021
Q4 		$251K Buy
5,992
+5
+0.1% +$216 0.12% 84
2021
Q3 		$268K Buy
+5,987
New +$262K 0.13% 77

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PRW Wealth Management's UBER Position: Q3 2023 in Review

PRW Wealth Management reduced its Uber (UBER) stake by 10% in Q3 2023, selling an estimated $28.6K and leaving 5,573 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #89.

PRW Wealth Management first reported a position in UBER in Q3 2021 and has held it in 5 quarters since. The position peaked at $282K in Q2 2023. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • PRW Wealth Management held 5,573 shares of Uber worth $238K as of Q3 2023.
  • PRW Wealth Management sold 627 Uber shares in Q3 2023, an estimated $28.6K.
  • Uber made up 0.09% of PRW Wealth Management's portfolio in Q3 2023, its #89 holding.
  • PRW Wealth Management first reported a position in Uber in Q3 2021 and has held it in 5 quarters since.
  • PRW Wealth Management's Uber position peaked at $282K in Q2 2023.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.