Sutton Wealth Advisors’s Uber UBER Stock Holding History

Sutton Wealth Advisors’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 Q3	$5.43K	Hold	118	–	–	﹤0.01%	572
2023 Q2	$5.09K	Sell	118 -145	-55%	-$5.39K	﹤0.01%	562
2023 Q1	$8.34K	Hold	263	–	–	﹤0.01%	455
2022 Q4	$6.5K	Sell	263 -167	-39%	-$4.57K	﹤0.01%	1058
2022 Q3	$11.4K	Buy	430 +312	+264%	+$8.62K	﹤0.01%	850
2022 Q2	$2.41K	Buy	118 +32	+37%	+$850	﹤0.01%	1156
2022 Q1	$3.07K	Hold	86	–	–	﹤0.01%	1147
2021 Q4	$3.61K	Sell	86 -20	-19%	-$862	﹤0.01%	1115
2021 Q3	$4.75K	Hold	106	–	–	﹤0.01%	1061
2021 Q2	$5.31K	Hold	106	–	–	﹤0.01%	1035
2021 Q1	$5.78K	Buy	106 +15	+16%	+$837	﹤0.01%	991
2020 Q4	$4.64K	Hold	91	–	–	﹤0.01%	997
2020 Q3	$3.32K	Buy	91 +1	+1%	+$33	﹤0.01%	1010
2020 Q2	$2.8K	Hold	90	–	–	﹤0.01%	1014
2020 Q1	$2.51K	Buy	+90	New	+$2.96K	﹤0.01%	1003

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sutton Wealth Advisors's UBER Position: Q3 2023 in Review

Sutton Wealth Advisors held its Uber (UBER) position steady in Q3 2023 at 118 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Sutton Wealth Advisors first reported a position in UBER in Q1 2020 and has held it in 15 quarters since. The position peaked at $11.4K in Q3 2022. 1,370 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

Sutton Wealth Advisors held 118 shares of Uber worth $5.43K as of Q3 2023.
Sutton Wealth Advisors left its Uber share count unchanged in Q3 2023.
Uber made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #572 holding.
Sutton Wealth Advisors first reported a position in Uber in Q1 2020 and has held it in 15 quarters since.
Sutton Wealth Advisors's Uber position peaked at $11.4K in Q3 2022.
1,370 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.