Synergy Asset Management’s Uber UBER Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-3	Closed	-$225	–	791
2024 Q4	$225	Buy	+3	New	+$214	﹤0.01%	823

Other funds holding UBER

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Synergy Asset Management's UBER Position: Q1 2025 in Review

Synergy Asset Management sold out of Uber (UBER) in Q1 2025, closing a stake of 3 shares — an estimated $225 sold.

Synergy Asset Management first reported a position in UBER in Q4 2024 and held it in 1 quarter. The position peaked at $225 in Q4 2024. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

Synergy Asset Management reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 3 Uber shares in Q1 2025, an estimated $225.
Synergy Asset Management first reported a position in Uber in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Uber position peaked at $225 in Q4 2024.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.