Reilly Financial Advisors’s Uber UBER Stock Holding History

Reilly Financial 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
2021 Q4	$69K	Hold	1,649	–	–	0.01%	348
2021 Q3	$74K	Buy	1,649 +200	+14%	+$8.74K	0.01%	314
2021 Q2	$73K	Sell	1,449 -100	-6%	-$5.22K	0.01%	316
2021 Q1	$84K	Buy	1,549 +268	+21%	+$15K	0.01%	284
2020 Q4	$65K	Buy	1,281 +441	+53%	+$19.8K	0.01%	300
2020 Q3	$31K	Hold	840	–	–	﹤0.01%	377
2020 Q2	$26K	Hold	840	–	–	﹤0.01%	404
2020 Q1	$23K	Hold	840	–	–	﹤0.01%	402
2019 Q4	$25K	Hold	840	–	–	﹤0.01%	459
2019 Q3	$26K	Hold	840	–	–	﹤0.01%	456
2019 Q2	$39K	Buy	+840	New	+$35.7K	﹤0.01%	398

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Reilly Financial Advisors's UBER Position: Q4 2021 in Review

Reilly Financial Advisors held its Uber (UBER) position steady in Q4 2021 at 1,649 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #348.

Reilly Financial Advisors first reported a position in UBER in Q2 2019 and has held it in 11 quarters since. The position peaked at $84K in Q1 2021. 1,231 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

Reilly Financial Advisors held 1,649 shares of Uber worth $69K as of Q4 2021.
Reilly Financial Advisors left its Uber share count unchanged in Q4 2021.
Uber made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #348 holding.
Reilly Financial Advisors first reported a position in Uber in Q2 2019 and has held it in 11 quarters since.
Reilly Financial Advisors's Uber position peaked at $84K in Q1 2021.
1,231 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.