Schechter Investment Advisors’s Uber UBER Stock Holding History

Schechter Investment 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
2025 Q1	$1.43M	Buy	19,577 +7,117	+57%	+$513K	0.12%	174
2024 Q4	$752K	Sell	12,460 -11,202	-47%	-$800K	0.06%	292
2024 Q3	$1.78M	Buy	23,662 +5,891	+33%	+$415K	0.13%	152
2024 Q2	$1.29M	Buy	17,771 +2,227	+14%	+$155K	0.1%	187
2024 Q1	$1.2M	Sell	15,544 -1,227	-7%	-$88.1K	0.09%	209
2023 Q4	$1.03M	Buy	16,771 +7,134	+74%	+$373K	0.09%	224
2023 Q3	$443K	Buy	9,637 +4,040	+72%	+$185K	0.04%	369
2023 Q2	$242K	Buy	+5,597	New	+$208K	0.02%	540

Other funds holding UBER

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

PIF

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

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

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

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

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

Schechter Investment Advisors's UBER Position: Q1 2025 in Review

Schechter Investment Advisors increased its Uber (UBER) stake by 57% in Q1 2025, buying an estimated $513K and bringing the position to 19,577 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #174.

Schechter Investment Advisors first reported a position in UBER in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.78M in Q3 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Schechter Investment Advisors held 19,577 shares of Uber worth $1.43M as of Q1 2025.
Schechter Investment Advisors bought 7,117 Uber shares in Q1 2025, an estimated $513K.
Uber made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #174 holding.
Schechter Investment Advisors first reported a position in Uber in Q2 2023 and has held it in 8 quarters since.
Schechter Investment Advisors's Uber position peaked at $1.78M in Q3 2024.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.