VitalStone Financial’s Uber UBER Stock Holding History

VitalStone Financial’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	$523K	Sell	6,962 -145	-2%	-$10.2K	0.36%	62
2024 Q2	$517K	Buy	7,107 +98	+1%	+$6.81K	0.37%	54
2024 Q1	$540K	Sell	7,009 -269	-4%	-$19.3K	0.41%	46
2023 Q4	$448K	Sell	7,278 -510	-7%	-$26.7K	0.36%	47
2023 Q3	$402K	Sell	7,788 -1,254	-14%	-$57.3K	0.34%	58
2023 Q2	$290K	Buy	9,042 +6,814	+306%	+$253K	0.16%	68
2023 Q1	$119K	Sell	2,228 -6,875	-76%	-$218K	0.1%	81
2022 Q4	$220K	Buy	+9,103	New	+$249K	0.15%	50

Other funds holding UBER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VitalStone Financial's UBER Position: Q3 2024 in Review

VitalStone Financial reduced its Uber (UBER) stake by 2% in Q3 2024, selling an estimated $10.2K and leaving 6,962 shares worth $523K. The position accounts for 0.36% of the portfolio, ranked #62.

VitalStone Financial first reported a position in UBER in Q4 2022 and has held it in 8 quarters since. The position peaked at $540K in Q1 2024. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

VitalStone Financial held 6,962 shares of Uber worth $523K as of Q3 2024.
VitalStone Financial sold 145 Uber shares in Q3 2024, an estimated $10.2K.
Uber made up 0.36% of VitalStone Financial's portfolio in Q3 2024, its #62 holding.
VitalStone Financial first reported a position in Uber in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Uber position peaked at $540K in Q1 2024.
1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.