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Waddell & Reed Financial’s Uber UBER Stock Holding History

Waddell & Reed 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
2021
Q1 		$81.5M Sell
1,495,485
-66,679
-4% -$3.72M 0.17% 169
2020
Q4 		$79.7M Buy
1,562,164
+503,817
+48% +$22.6M 0.17% 165
2020
Q3 		$38.6M Buy
1,058,347
+1,277
+0.1% +$42.2K 0.09% 244
2020
Q2 		$32.9M Buy
1,057,070
+620,385
+142% +$19.3M 0.09% 254
2020
Q1 		$12.2M Buy
+436,685
New +$14.4M 0.04% 339

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Waddell & Reed Financial's UBER Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Uber (UBER) stake by 4.3% in Q1 2021, selling an estimated $3.72M and leaving 1,495,485 shares worth $81.5M. The position accounts for 0.17% of the portfolio, ranked #169.

Waddell & Reed Financial first reported a position in UBER in Q1 2020 and has held it in 5 quarters since. 1,095 funds tracked by Wall St. Rank hold UBER as of Q1 2021.

  • Waddell & Reed Financial held 1,495,485 shares of Uber worth $81.5M as of Q1 2021.
  • Waddell & Reed Financial sold 66,679 Uber shares in Q1 2021, an estimated $3.72M.
  • Uber made up 0.17% of Waddell & Reed Financial's portfolio in Q1 2021, its #169 holding.
  • Waddell & Reed Financial first reported a position in Uber in Q1 2020 and has held it in 5 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Uber as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.