SWS
UBER icon

SYSTM Wealth Solutions’s Uber UBER Stock Holding History

SYSTM Wealth Solutions’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 		$1.2K Sell
16
-64,795
-100% -$4.56M 0.04% 72
2024
Q2 		$4.71M Buy
64,811
+15,445
+31% +$1.07M 1.05% 29
2024
Q1 		$3.8M Buy
49,366
+16,196
+49% +$1.16M 0.48% 54
2023
Q4 		$2.04M Buy
33,170
+3,800
+13% +$199K 0.28% 101
2023
Q3 		$1.35M Buy
29,370
+10,946
+59% +$500K 0.21% 138
2023
Q2 		$795K Buy
+18,424
New +$685K 0.11% 241
2023
Q1 		– Sell
-14,506
Closed -$359K – 526
2022
Q4 		$359K Buy
+14,506
New +$397K 0.04% 392

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

SYSTM Wealth Solutions's UBER Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Uber (UBER) stake by 100% in Q3 2024, selling an estimated $4.56M and leaving 16 shares worth $1.2K. The position accounts for 0.04% of the portfolio, ranked #72.

SYSTM Wealth Solutions first reported a position in UBER in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.71M in Q2 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • SYSTM Wealth Solutions held 16 shares of Uber worth $1.2K as of Q3 2024.
  • SYSTM Wealth Solutions sold 64,795 Uber shares in Q3 2024, an estimated $4.56M.
  • Uber made up 0.04% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #72 holding.
  • SYSTM Wealth Solutions first reported a position in Uber in Q4 2022 and has held it in 7 quarters since.
  • SYSTM Wealth Solutions's Uber position peaked at $4.71M in Q2 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.