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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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