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Sterling Financial Planning’s Uber UBER Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-564
Closed -$25K – 371
2021
Q3 		$25K Hold
564
– – 0.02% 248
2021
Q2 		$28K Buy
564
+134
+31% +$7K 0.02% 230
2021
Q1 		$23K Hold
430
– – 0.02% 219
2020
Q4 		$22K Buy
+430
New +$19.3K 0.02% 213

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Sterling Financial Planning's UBER Position: Q4 2021 in Review

Sterling Financial Planning sold out of Uber (UBER) in Q4 2021, closing a stake of 564 shares — an estimated $25K sold.

Sterling Financial Planning first reported a position in UBER in Q4 2020 and held it in 4 quarters. The position peaked at $28K in Q2 2021. 1,230 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

  • Sterling Financial Planning reported no remaining Uber position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 564 Uber shares in Q4 2021, an estimated $25K.
  • Sterling Financial Planning first reported a position in Uber in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Uber position peaked at $28K in Q2 2021.
  • 1,230 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.