SPW
UBER icon

Surience Private Wealth’s Uber UBER Stock Holding History

Surience Private Wealth’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
-58,399
Closed -$4.24M – 41
2024
Q2 		$4.24M Buy
58,399
+7,361
+14% +$512K 5.46% 6
2024
Q1 		$3.93M Buy
+51,038
New +$3.66M 3.72% 10

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

Surience Private Wealth's UBER Position: Q3 2024 in Review

Surience Private Wealth sold out of Uber (UBER) in Q3 2024, closing a stake of 58,399 shares — an estimated $4.24M sold.

Surience Private Wealth first reported a position in UBER in Q1 2024 and held it in 2 quarters. The position peaked at $4.24M in Q2 2024. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Surience Private Wealth reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Surience Private Wealth sold 58,399 Uber shares in Q3 2024, an estimated $4.24M.
  • Surience Private Wealth first reported a position in Uber in Q1 2024 and held it in 2 quarters.
  • Surience Private Wealth's Uber position peaked at $4.24M in Q2 2024.
  • 1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Surience Private Wealth's 13F filing for Q3 2024, filed 21 Oct 2024.