WLG
UBER icon

Williamson Legacy Group’s Uber UBER Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-35,308
Closed -$2.72M – 111
2024
Q1 		$2.72M Buy
35,308
+195
+0.6% +$14K 2.11% 6
2023
Q4 		$2.16M Buy
+35,113
New +$1.84M 2% 6

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williamson Legacy Group's UBER Position: Q2 2024 in Review

Williamson Legacy Group sold out of Uber (UBER) in Q2 2024, closing a stake of 35,308 shares — an estimated $2.72M sold.

Williamson Legacy Group first reported a position in UBER in Q4 2023 and held it in 2 quarters. The position peaked at $2.72M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Williamson Legacy Group reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 35,308 Uber shares in Q2 2024, an estimated $2.72M.
  • Williamson Legacy Group first reported a position in Uber in Q4 2023 and held it in 2 quarters.
  • Williamson Legacy Group's Uber position peaked at $2.72M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.