Well Done LLC’s Uber UBER Stock Holding History

Well Done 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
2024 Q3	–	Sell	-8,687	Closed	-$631K	–	187
2024 Q2	$631K	Sell	8,687 -49	-0.6%	-$3.41K	0.13%	93
2024 Q1	$673K	Buy	8,736 +131	+2%	+$9.4K	0.13%	92
2023 Q4	$530K	Buy	8,605 +27	+0.3%	+$1.41K	0.1%	112
2023 Q3	$395K	Hold	8,578	–	–	0.09%	112
2023 Q2	$370K	Sell	8,578 -51	-0.6%	-$1.9K	0.08%	117
2023 Q1	$274K	Hold	8,629	–	–	0.06%	140
2022 Q4	$213K	Buy	8,629 +51	+0.6%	+$1.4K	0.05%	168
2022 Q3	$227K	Buy	+8,578	New	+$237K	0.06%	143
2022 Q2	–	Sell	-8,578	Closed	-$306K	–	197
2022 Q1	$306K	Hold	8,578	–	–	0.06%	141
2021 Q4	$360K	Hold	8,578	–	–	0.07%	128
2021 Q3	$384K	Sell	8,578 -242	-3%	-$10.6K	0.09%	117
2021 Q2	$442K	Sell	8,820 -212	-2%	-$11.1K	0.1%	112
2021 Q1	$492K	Buy	9,032 +117	+1%	+$6.53K	0.11%	99
2020 Q4	$455K	Hold	8,915	–	–	0.11%	91
2020 Q3	$325K	Hold	8,915	–	–	0.09%	103
2020 Q2	$277K	Buy	+8,915	New	+$278K	0.08%	118

Other funds holding UBER

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

Fidelity Investments

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

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Capital Research Global Investors

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

JP Morgan Chase

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

Wellington Management Group

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

Geode Capital Management

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