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Roger Wittlin Investment Advisory’s Uber UBER Stock Holding History

Roger Wittlin Investment Advisory’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
2022
Q2 		– Sell
-20,900
Closed -$745K – 31
2022
Q1 		$745K Hold
20,900
– – 0.69% 16
2021
Q4 		$876K Buy
+20,900
New +$901K 0.69% 16

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Roger Wittlin Investment Advisory's UBER Position: Q2 2022 in Review

Roger Wittlin Investment Advisory sold out of Uber (UBER) in Q2 2022, closing a stake of 20,900 shares — an estimated $745K sold.

Roger Wittlin Investment Advisory first reported a position in UBER in Q4 2021 and held it in 2 quarters. The position peaked at $876K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold UBER as of Q2 2022.

  • Roger Wittlin Investment Advisory reported no remaining Uber position as of Q2 2022 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 20,900 Uber shares in Q2 2022, an estimated $745K.
  • Roger Wittlin Investment Advisory first reported a position in Uber in Q4 2021 and held it in 2 quarters.
  • Roger Wittlin Investment Advisory's Uber position peaked at $876K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held Uber as of Q2 2022.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.