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Squar Milner Financial Services’s Uber UBER Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-300
Closed -$8K – 683
2020
Q1 		$8K Hold
300
– – ﹤0.01% 563
2019
Q4 		$8K Buy
+300
New +$8.9K ﹤0.01% 607

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Morgan Stanley
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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Squar Milner Financial Services's UBER Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Uber (UBER) in Q2 2020, closing a stake of 300 shares — an estimated $8K sold.

Squar Milner Financial Services first reported a position in UBER in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 790 funds tracked by Wall St. Rank hold UBER as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Uber position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 300 Uber shares in Q2 2020, an estimated $8K.
  • Squar Milner Financial Services first reported a position in Uber in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Uber position peaked at $8K in Q1 2020.
  • 790 funds tracked by Wall St. Rank held Uber as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.