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Strategic Financial Concepts’s Uber UBER Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-11,198
Closed -$16.2K – 702
2024
Q2 		$16.2K Buy
+11,198
New +$778K 0.01% 363

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Financial Concepts's UBER Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Uber (UBER) in Q3 2024, closing a stake of 11,198 shares — an estimated $16.2K sold.

Strategic Financial Concepts first reported a position in UBER in Q2 2024 and held it in 1 quarter. The position peaked at $16.2K in Q2 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,198 Uber shares in Q3 2024, an estimated $16.2K.
  • Strategic Financial Concepts first reported a position in Uber in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Uber position peaked at $16.2K in Q2 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.