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TrueWealth LLC’s Uber UBER Stock Holding History

TrueWealth LLC’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
2020
Q2 		$12K Sell
400
-1,000
-71% -$31.2K 0.01% 447
2020
Q1 		$39K Buy
1,400
+1,000
+250% +$32.9K 0.02% 279
2019
Q4 		$12K Buy
400
+150
+60% +$4.45K ﹤0.01% 440
2019
Q3 		$8K Hold
250
– – ﹤0.01% 494
2019
Q2 		$12K Buy
+250
New +$10.6K 0.01% 441

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TrueWealth LLC's UBER Position: Q2 2020 in Review

TrueWealth LLC reduced its Uber (UBER) stake by 71% in Q2 2020, selling an estimated $31.2K and leaving 400 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #447.

TrueWealth LLC first reported a position in UBER in Q2 2019 and has held it in 5 quarters since. The position peaked at $39K in Q1 2020. 790 funds tracked by Wall St. Rank hold UBER as of Q2 2020.

  • TrueWealth LLC held 400 shares of Uber worth $12K as of Q2 2020.
  • TrueWealth LLC sold 1,000 Uber shares in Q2 2020, an estimated $31.2K.
  • Uber made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #447 holding.
  • TrueWealth LLC first reported a position in Uber in Q2 2019 and has held it in 5 quarters since.
  • TrueWealth LLC's Uber position peaked at $39K in Q1 2020.
  • 790 funds tracked by Wall St. Rank held Uber as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.