Veritable’s Uber UBER Stock Holding History

Veritable’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	-44,748	Closed	-$1.93M	–	745
2023 Q2	$1.93M	Buy	44,748 +810	+2%	+$30.1K	0.03%	249
2023 Q1	$1.39M	Buy	43,938 +3,949	+10%	+$125K	0.02%	295
2022 Q4	$989K	Sell	39,989 -990	-2%	-$27.1K	0.02%	364
2022 Q3	$1.09M	Sell	40,979 -2,821	-6%	-$77.9K	0.02%	325
2022 Q2	$896K	Buy	43,800 +32,260	+280%	+$856K	0.02%	401
2022 Q1	$412K	Buy	11,540 +1,109	+11%	+$39.9K	0.01%	620
2021 Q4	$437K	Sell	10,431 -910	-8%	-$39.2K	0.01%	601
2021 Q3	$508K	Buy	11,341 +772	+7%	+$33.7K	0.01%	546
2021 Q2	$530K	Buy	10,569 +77	+0.7%	+$4.02K	0.01%	527
2021 Q1	$572K	Buy	10,492 +5,421	+107%	+$303K	0.01%	486
2020 Q4	$259K	Sell	5,071 -1,061	-17%	-$47.5K	﹤0.01%	671
2020 Q3	$224K	Buy	+6,132	New	+$202K	﹤0.01%	664
2020 Q2	–	Sell	-32,371	Closed	-$904K	–	791
2020 Q1	$904K	Buy	32,371 +112	+0.3%	+$3.69K	0.02%	327
2019 Q4	$959K	Buy	+32,259	New	+$957K	0.02%	374

Other funds holding UBER

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 $145B AUM 34.61% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return