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Rockbridge Investment Management’s Uber UBER Stock Holding History

Rockbridge Investment 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
2021
Q4 		– Sell
-1
Closed – – 826
2021
Q3 		$0 Hold
1
– – ﹤0.01% 763
2021
Q2 		$0 Hold
1
– – ﹤0.01% 762
2021
Q1 		$0 Hold
1
– – ﹤0.01% 762
2020
Q4 		$0 Hold
1
– – ﹤0.01% 708
2020
Q3 		$0 Sell
1
-312
-100% -$10.3K ﹤0.01% 680
2020
Q2 		$10K Buy
+313
New +$9.76K ﹤0.01% 432

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
Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Rockbridge Investment Management's UBER Position: Q4 2021 in Review

Rockbridge Investment Management sold out of Uber (UBER) in Q4 2021, closing a stake of 1 share.

Rockbridge Investment Management first reported a position in UBER in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q2 2020. 1,230 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

  • Rockbridge Investment Management reported no remaining Uber position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 1 Uber share in Q4 2021.
  • Rockbridge Investment Management first reported a position in Uber in Q2 2020 and held it in 6 quarters.
  • Rockbridge Investment Management's Uber position peaked at $10K in Q2 2020.
  • 1,230 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.