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TrinityPoint Wealth’s Uber UBER Stock Holding History

TrinityPoint Wealth’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
2021
Q3 		– Sell
-27,361
Closed -$1.37M – 316
2021
Q2 		$1.37M Sell
27,361
-4,205
-13% -$220K 0.28% 85
2021
Q1 		$1.72M Buy
31,566
+778
+3% +$43.4K 0.4% 70
2020
Q4 		$1.6M Buy
+30,788
New +$1.38M 0.38% 68

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
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrinityPoint Wealth's UBER Position: Q3 2021 in Review

TrinityPoint Wealth sold out of Uber (UBER) in Q3 2021, closing a stake of 27,361 shares — an estimated $1.37M sold.

TrinityPoint Wealth first reported a position in UBER in Q4 2020 and held it in 3 quarters. The position peaked at $1.72M in Q1 2021. 1,092 funds tracked by Wall St. Rank hold UBER as of Q3 2021.

  • TrinityPoint Wealth reported no remaining Uber position as of Q3 2021 after selling out during the quarter.
  • TrinityPoint Wealth sold 27,361 Uber shares in Q3 2021, an estimated $1.37M.
  • TrinityPoint Wealth first reported a position in Uber in Q4 2020 and held it in 3 quarters.
  • TrinityPoint Wealth's Uber position peaked at $1.72M in Q1 2021.
  • 1,092 funds tracked by Wall St. Rank held Uber as of Q3 2021.

Based on TrinityPoint Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.