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Successful Portfolios’s Uber UBER Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-7,483
Closed -$237K – 189
2023
Q1 		$237K Buy
+7,483
New +$237K 0.15% 160
2022
Q2 		– Sell
-6,592
Closed -$235K – 210
2022
Q1 		$235K Buy
6,592
+140
+2% +$5.03K 0.13% 172
2021
Q4 		$271K Buy
+6,452
New +$278K 0.15% 159

Other funds holding UBER

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Successful Portfolios's UBER Position: Q2 2023 in Review

Successful Portfolios sold out of Uber (UBER) in Q2 2023, closing a stake of 7,483 shares — an estimated $237K sold.

Successful Portfolios first reported a position in UBER in Q4 2021 and held it in 3 quarters. The position peaked at $271K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold UBER as of Q2 2023.

  • Successful Portfolios reported no remaining Uber position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 7,483 Uber shares in Q2 2023, an estimated $237K.
  • Successful Portfolios first reported a position in Uber in Q4 2021 and held it in 3 quarters.
  • Successful Portfolios's Uber position peaked at $271K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Uber as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.