Simplicity Solutions’s Uber UBER Stock Holding History

Simplicity Solutions’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	$3.86M	Buy	62,708 +1,948	+3%	+$102K	0.11%	179
2023 Q3	$2.79M	Sell	60,760 -984	-2%	-$45K	0.09%	203
2023 Q2	$2.67M	Sell	61,744 -3,559	-5%	-$132K	0.07%	244
2023 Q1	$2.07M	Buy	65,303 +52,132	+396%	+$1.65M	0.05%	305
2022 Q4	$326K	Buy	13,171 +3,911	+42%	+$107K	0.04%	454
2022 Q3	$245K	Buy	+9,260	New	+$256K	0.04%	530
2022 Q1	–	Sell	-13,426	Closed	-$562K	–	648
2021 Q4	$562K	Buy	13,426 +7,575	+129%	+$327K	0.06%	352
2021 Q3	$262K	Buy	5,851 +1,082	+23%	+$47.3K	0.04%	485
2021 Q2	$239K	Buy	+4,769	New	+$249K	0.05%	457
2021 Q1	–	Sell	-10,656	Closed	-$543K	–	933
2020 Q4	$543K	Buy	10,656 +1,479	+16%	+$66.3K	0.01%	680
2020 Q3	$335K	Buy	+9,177	New	+$303K	0.01%	701
2020 Q1	–	Sell	-7,132	Closed	-$212K	–	898
2019 Q4	$212K	Buy	+7,132	New	+$212K	0.01%	783

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

Simplicity Solutions's UBER Position: Q4 2023 in Review

Simplicity Solutions increased its Uber (UBER) stake by 3.2% in Q4 2023, buying an estimated $102K and bringing the position to 62,708 shares worth $3.86M. The position accounts for 0.11% of the portfolio, ranked #179.

Simplicity Solutions first reported a position in UBER in Q4 2019 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

Simplicity Solutions held 62,708 shares of Uber worth $3.86M as of Q4 2023.
Simplicity Solutions bought 1,948 Uber shares in Q4 2023, an estimated $102K.
Uber made up 0.11% of Simplicity Solutions's portfolio in Q4 2023, its #179 holding.
Simplicity Solutions first reported a position in Uber in Q4 2019 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.