WealthStone’s Uber UBER Stock Holding History

WealthStone’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	$305K	Buy	5,603 +411	+8%	+$22.9K	0.11%	153
2020 Q4	$265K	Buy	+5,192	New	+$233K	0.09%	160

Other funds holding UBER

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

WealthStone's UBER Position: Q1 2021 in Review

WealthStone increased its Uber (UBER) stake by 7.9% in Q1 2021, buying an estimated $22.9K and bringing the position to 5,603 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #153.

WealthStone first reported a position in UBER in Q4 2020 and has held it in 2 quarters since. 1,094 funds tracked by Wall St. Rank hold UBER as of Q1 2021.

WealthStone held 5,603 shares of Uber worth $305K as of Q1 2021.
WealthStone bought 411 Uber shares in Q1 2021, an estimated $22.9K.
Uber made up 0.11% of WealthStone's portfolio in Q1 2021, its #153 holding.
WealthStone first reported a position in Uber in Q4 2020 and has held it in 2 quarters since.
1,094 funds tracked by Wall St. Rank held Uber as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.