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Tilia Fiduciary Partners’s Uber UBER Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-155
Closed -$6.69K – 466
2023
Q2 		$6.69K Hold
155
– – 0.01% 409
2023
Q1 		$4.91K Hold
155
– – ﹤0.01% 425
2022
Q4 		$3.83K Hold
155
– – ﹤0.01% 430
2022
Q3 		$4K Hold
155
– – ﹤0.01% 449
2022
Q2 		$3K Hold
155
– – ﹤0.01% 485
2022
Q1 		$6K Hold
155
– – 0.01% 447
2021
Q4 		$6K Buy
+155
New +$6.68K ﹤0.01% 463

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tilia Fiduciary Partners's UBER Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Uber (UBER) in Q3 2023, closing a stake of 155 shares — an estimated $6.69K sold.

Tilia Fiduciary Partners first reported a position in UBER in Q4 2021 and held it in 7 quarters. The position peaked at $6.69K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 155 Uber shares in Q3 2023, an estimated $6.69K.
  • Tilia Fiduciary Partners first reported a position in Uber in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Uber position peaked at $6.69K in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.