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Sugarloaf Wealth Management’s Uber UBER Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$7.78K Hold
129
– – ﹤0.01% 532
2024
Q3 		$9.7K Buy
+129
New +$9.08K ﹤0.01% 508
2020
Q1 		– Sell
-185
Closed -$6K – 741
2019
Q4 		$6K Buy
+185
New +$5.49K ﹤0.01% 528

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sugarloaf Wealth Management's UBER Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Uber (UBER) position steady in Q4 2024 at 129 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Sugarloaf Wealth Management first reported a position in UBER in Q4 2019 and has held it in 3 quarters since. The position peaked at $9.7K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Sugarloaf Wealth Management held 129 shares of Uber worth $7.78K as of Q4 2024.
  • Sugarloaf Wealth Management left its Uber share count unchanged in Q4 2024.
  • Uber made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #532 holding.
  • Sugarloaf Wealth Management first reported a position in Uber in Q4 2019 and has held it in 3 quarters since.
  • Sugarloaf Wealth Management's Uber position peaked at $9.7K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.