SFPG
UBER icon

Stonebridge Financial Planning Group’s Uber UBER Stock Holding History

Stonebridge Financial Planning 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
2021
Q3 		– Sell
-80
Closed -$4K – 429
2021
Q2 		$4K Hold
80
– – ﹤0.01% 388
2021
Q1 		$5K Hold
80
– – ﹤0.01% 389
2020
Q4 		$4K Hold
80
– – ﹤0.01% 371
2020
Q3 		$3K Hold
80
– – ﹤0.01% 368
2020
Q2 		$2K Hold
80
– – ﹤0.01% 378
2020
Q1 		$2K Hold
80
– – ﹤0.01% 393
2019
Q4 		$2K Buy
+80
New +$2.37K ﹤0.01% 348

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
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Planning Group's UBER Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Uber (UBER) in Q3 2021, closing a stake of 80 shares — an estimated $4K sold.

Stonebridge Financial Planning Group first reported a position in UBER in Q4 2019 and held it in 7 quarters. The position peaked at $5K in Q1 2021. 1,093 funds tracked by Wall St. Rank hold UBER as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining Uber position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 80 Uber shares in Q3 2021, an estimated $4K.
  • Stonebridge Financial Planning Group first reported a position in Uber in Q4 2019 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's Uber position peaked at $5K in Q1 2021.
  • 1,093 funds tracked by Wall St. Rank held Uber as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.