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Raymond James Financial Services Advisors’s Uber UBER Stock Holding History

Raymond James Financial Services Advisors’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 		$37.4M Sell
497,226
-8,583
-2% -$604K 0.05% 353
2024
Q2 		$36.8M Sell
505,809
-5,138
-1% -$357K 0.05% 334
2024
Q1 		$39.3M Sell
510,947
-4,969
-1% -$357K 0.06% 310
2023
Q4 		$31.8M Buy
515,916
+59,494
+13% +$3.11M 0.05% 342
2023
Q3 		$21M Buy
456,422
+52,324
+13% +$2.39M 0.04% 430
2023
Q2 		$17.4M Sell
404,098
-16,300
-4% -$606K 0.03% 510
2023
Q1 		$13.3M Sell
420,398
-59,876
-12% -$1.9M 0.03% 582
2022
Q4 		$11.9M Sell
480,274
-45,026
-9% -$1.23M 0.02% 583
2022
Q3 		$13.9M Sell
525,300
-16,214
-3% -$448K 0.03% 499
2022
Q2 		$11.1M Sell
541,514
-28,713
-5% -$762K 0.02% 596
2022
Q1 		$20.3M Buy
570,227
+71,543
+14% +$2.57M 0.04% 439
2021
Q4 		$20.9M Sell
498,684
-14,156
-3% -$610K 0.04% 443
2021
Q3 		$23M Buy
512,840
+70,768
+16% +$3.09M 0.05% 388
2021
Q2 		$22.2M Buy
442,072
+61,596
+16% +$3.22M 0.05% 407
2021
Q1 		$20.7M Buy
380,476
+110,476
+41% +$6.16M 0.05% 389
2020
Q4 		$13.8M Buy
270,000
+25,238
+10% +$1.13M 0.03% 459
2020
Q3 		$8.93M Buy
244,762
+32,293
+15% +$1.07M 0.03% 544
2020
Q2 		$6.6M Buy
212,469
+11,417
+6% +$356K 0.02% 607
2020
Q1 		$5.61M Buy
201,052
+79,099
+65% +$2.6M 0.02% 511
2019
Q4 		$3.63M Buy
121,953
+44,648
+58% +$1.32M 0.01% 855
2019
Q3 		$2.35M Buy
77,305
+26,637
+53% +$1M 0.01% 1025
2019
Q2 		$2.35M Buy
+50,668
New +$2.15M 0.01% 1018

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

Raymond James Financial Services Advisors's UBER Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Uber (UBER) stake by 1.7% in Q3 2024, selling an estimated $604K and leaving 497,226 shares worth $37.4M. The position accounts for 0.05% of the portfolio, ranked #353.

Raymond James Financial Services Advisors first reported a position in UBER in Q2 2019 and has held it in 22 quarters since. The position peaked at $39.3M in Q1 2024. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Raymond James Financial Services Advisors held 497,226 shares of Uber worth $37.4M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 8,583 Uber shares in Q3 2024, an estimated $604K.
  • Uber made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #353 holding.
  • Raymond James Financial Services Advisors first reported a position in Uber in Q2 2019 and has held it in 22 quarters since.
  • Raymond James Financial Services Advisors's Uber position peaked at $39.3M in Q1 2024.
  • 1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.