SFG
UBER icon

Steward Financial Group’s Uber UBER Stock Holding History

Steward Financial Group’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 		$15K Buy
+333
New +$15.2K ﹤0.01% 298
2023
Q2 		– Sell
-155
Closed -$4K – 974
2023
Q1 		$4K Sell
155
-25
-14% -$793 ﹤0.01% 375
2022
Q4 		$4K Buy
+180
New +$4.93K ﹤0.01% 231
2022
Q3 		– Sell
-180
Closed -$3K – 1236
2022
Q2 		$3K Buy
180
+100
+125% +$2.65K ﹤0.01% 488
2022
Q1 		$2K Hold
80
– – ﹤0.01% 286
2021
Q4 		$3K Buy
+80
New +$3.45K ﹤0.01% 214

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Steward Financial Group's UBER Position: Q3 2023 in Review

Steward Financial Group opened a new position in Uber (UBER) in Q3 2023: 333 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UBER as recently as Q1 2023.

Steward Financial Group first reported a position in UBER in Q4 2021 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Steward Financial Group held 333 shares of Uber worth $15K as of Q3 2023.
  • Uber was a new Steward Financial Group position in Q3 2023.
  • Uber made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #298 holding.
  • Steward Financial Group first reported a position in Uber in Q4 2021 and has held it in 6 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.