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 $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase

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

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

Wellington Management Group

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

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Capital World Investors

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