Seven Post Investment Office’s Uber UBER Stock Holding History

Seven Post Investment Office’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 Q3	–	Sell	-25,000	Closed	-$1.08M	–	55
2023 Q2	$1.08M	Hold	25,000	–	–	0.33%	27
2023 Q1	$793K	Hold	25,000	–	–	0.29%	28
2022 Q4	$618K	Hold	25,000	–	–	0.22%	30
2022 Q3	$663K	Hold	25,000	–	–	0.26%	25
2022 Q2	$512K	Hold	25,000	–	–	0.19%	26
2022 Q1	$892K	Hold	25,000	–	–	0.27%	24
2021 Q4	$1.05M	Hold	25,000	–	–	0.28%	24
2021 Q3	$1.12M	Hold	25,000	–	–	0.35%	24
2021 Q2	$1.25M	Hold	25,000	–	–	0.38%	20
2021 Q1	$1.36M	Hold	25,000	–	–	0.48%	18
2020 Q4	$1.27M	Sell	25,000 -6,000	-19%	-$269K	0.52%	16
2020 Q3	$1.13M	Sell	31,000 -29,903	-49%	-$987K	0.45%	19
2020 Q2	$1.89M	Hold	60,903	–	–	0.8%	18
2020 Q1	$1.7M	Sell	60,903 -17,625	-22%	-$580K	0.89%	15
2019 Q4	$2.33M	Buy	+78,528	New	+$2.33M	1.69%	8

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Seven Post Investment Office's UBER Position: Q3 2023 in Review

Seven Post Investment Office sold out of Uber (UBER) in Q3 2023, closing a stake of 25,000 shares — an estimated $1.08M sold.

Seven Post Investment Office first reported a position in UBER in Q4 2019 and held it in 15 quarters. The position peaked at $2.33M in Q4 2019. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

Seven Post Investment Office reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
Seven Post Investment Office sold 25,000 Uber shares in Q3 2023, an estimated $1.08M.
Seven Post Investment Office first reported a position in Uber in Q4 2019 and held it in 15 quarters.
Seven Post Investment Office's Uber position peaked at $2.33M in Q4 2019.
1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Seven Post Investment Office's 13F filing for Q3 2023, filed 2 Nov 2023.