Sweet Financial Partners’s Uber UBER Stock Holding History

Sweet Financial Partners’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	$1.34M	Sell	17,802 -125	-0.7%	-$8.8K	0.29%	72
2024 Q2	$1.3M	Buy	17,927 +12,734	+245%	+$885K	0.3%	70
2024 Q1	$400K	Sell	5,193 -3,401	-40%	-$244K	0.09%	136
2023 Q4	$529K	Hold	8,594	–	–	0.13%	116
2023 Q3	$395K	Buy	8,594 +70	+0.8%	+$3.2K	0.1%	123
2023 Q2	$368K	Hold	8,524	–	–	0.1%	129
2023 Q1	$270K	Sell	8,524 -160	-2%	-$5.08K	0.07%	149
2022 Q4	$215K	Sell	8,684 -6,255	-42%	-$171K	0.06%	160
2022 Q3	$396K	Hold	14,939	–	–	0.13%	108
2022 Q2	$306K	Sell	14,939 -3,210	-18%	-$85.2K	0.1%	126
2022 Q1	$648K	Buy	18,149 +794	+5%	+$28.5K	0.17%	74
2021 Q4	$728K	Buy	+17,355	New	+$748K	0.3%	48

Other funds holding UBER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sweet Financial Partners's UBER Position: Q3 2024 in Review

Sweet Financial Partners reduced its Uber (UBER) stake by 0.7% in Q3 2024, selling an estimated $8.8K and leaving 17,802 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #72.

Sweet Financial Partners first reported a position in UBER in Q4 2021 and has held it in 12 quarters since. 1,850 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

Sweet Financial Partners held 17,802 shares of Uber worth $1.34M as of Q3 2024.
Sweet Financial Partners sold 125 Uber shares in Q3 2024, an estimated $8.8K.
Uber made up 0.29% of Sweet Financial Partners's portfolio in Q3 2024, its #72 holding.
Sweet Financial Partners first reported a position in Uber in Q4 2021 and has held it in 12 quarters since.
1,850 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.