Wintrust Investments’s Uber UBER Stock Holding History

Wintrust Investments’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 Q4	$21K	Sell	350 -76	-18%	-$5.43K	0.02%	391
2024 Q3	$32K	Sell	426 -3,574	-89%	-$252K	0.02%	391
2024 Q2	$291K	Buy	4,000 +129	+3%	+$8.97K	0.02%	383
2024 Q1	$298K	Buy	3,871 +300	+8%	+$21.5K	0.03%	373
2023 Q4	$220K	Sell	3,571 -886	-20%	-$46.4K	0.02%	409
2023 Q3	$205K	Sell	4,457 -363	-8%	-$16.6K	0.02%	388
2023 Q2	$208K	Buy	+4,820	New	+$179K	0.02%	404
2022 Q2	–	Sell	-6,735	Closed	-$240K	–	416
2022 Q1	$240K	Sell	6,735 -200	-3%	-$7.19K	0.02%	359
2021 Q4	$291K	Buy	+6,935	New	+$299K	0.03%	341

Other funds holding UBER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wintrust Investments's UBER Position: Q4 2024 in Review

Wintrust Investments reduced its Uber (UBER) stake by 18% in Q4 2024, selling an estimated $5.43K and leaving 350 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #391.

Wintrust Investments first reported a position in UBER in Q4 2021 and has held it in 9 quarters since. The position peaked at $298K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Wintrust Investments held 350 shares of Uber worth $21K as of Q4 2024.
Wintrust Investments sold 76 Uber shares in Q4 2024, an estimated $5.43K.
Uber made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #391 holding.
Wintrust Investments first reported a position in Uber in Q4 2021 and has held it in 9 quarters since.
Wintrust Investments's Uber position peaked at $298K in Q1 2024.
1,962 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.