Wilbanks Smith & Thomas Asset Management’s Uber UBER Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$515K	Buy	6,694 +22	+0.3%	+$1.58K	0.01%	342
2023 Q4	$411K	Buy	6,672 +382	+6%	+$20K	0.01%	365
2023 Q3	$289K	Buy	+6,290	New	+$287K	0.01%	409
2022 Q4	–	Sell	-10,041	Closed	-$266K	–	518
2022 Q3	$266K	Sell	10,041 -6,492	-39%	-$179K	0.01%	392
2022 Q2	$338K	Buy	16,533 +3,336	+25%	+$88.6K	0.01%	361
2022 Q1	$389K	Sell	13,197 -145,586	-92%	-$5.23M	0.02%	345
2021 Q4	$6.66M	Sell	158,783 -1,194	-0.7%	-$51.5K	0.23%	99
2021 Q3	$7.17M	Buy	159,977 +15,683	+11%	+$685K	0.28%	87
2021 Q2	$7.23M	Buy	144,294 +13,014	+10%	+$680K	0.28%	77
2021 Q1	$7.16M	Buy	+131,280	New	+$7.33M	0.31%	72

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

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

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

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

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

Wilbanks Smith & Thomas Asset Management's UBER Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Uber (UBER) stake by 0.33% in Q1 2024, buying an estimated $1.58K and bringing the position to 6,694 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #342.

Wilbanks Smith & Thomas Asset Management first reported a position in UBER in Q1 2021 and has held it in 10 quarters since. The position peaked at $7.23M in Q2 2021. 1,714 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 6,694 shares of Uber worth $515K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 22 Uber shares in Q1 2024, an estimated $1.58K.
Uber made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #342 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Uber in Q1 2021 and has held it in 10 quarters since.
Wilbanks Smith & Thomas Asset Management's Uber position peaked at $7.23M in Q2 2021.
1,714 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.