Saranac Partners’s Uber UBER Stock Holding History

Saranac Partners’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 Q4	–	Sell	-5,700	Closed	-$262K	–	90
2023 Q3	$262K	Hold	5,700	–	–	0.15%	68
2023 Q2	$246K	Buy	+5,700	New	+$212K	0.13%	74

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Saranac Partners's UBER Position: Q4 2023 in Review

Saranac Partners sold out of Uber (UBER) in Q4 2023, closing a stake of 5,700 shares — an estimated $262K sold.

Saranac Partners first reported a position in UBER in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q3 2023. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

Saranac Partners reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
Saranac Partners sold 5,700 Uber shares in Q4 2023, an estimated $262K.
Saranac Partners first reported a position in Uber in Q2 2023 and held it in 2 quarters.
Saranac Partners's Uber position peaked at $262K in Q3 2023.
1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Saranac Partners's 13F filing for Q4 2023, filed 2 Feb 2026.