WMS Partners’s Uber UBER Stock Holding History

WMS Partners’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
2020 Q1	–	Sell	-24,000	Closed	-$714K	–	222
2019 Q4	$714K	Sell	24,000 -15,100	-39%	-$448K	0.16%	85
2019 Q3	$1.19M	Buy	+39,100	New	+$1.47M	0.29%	55

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PIF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

WMS Partners's UBER Position: Q1 2025 in Review

WMS Partners sold out of Uber (UBER) in Q1 2025, closing a stake of 58,283 shares — an estimated $3.52M sold.

WMS Partners first reported a position in UBER in Q4 2019 and held it in 20 quarters. The position peaked at $5.04M in Q4 2020. 2,149 funds tracked by Wall St. Rank hold UBER as of Q1 2025.

WMS Partners reported no remaining Uber position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 58,283 Uber shares in Q1 2025, an estimated $3.52M.
WMS Partners first reported a position in Uber in Q4 2019 and held it in 20 quarters.
WMS Partners's Uber position peaked at $5.04M in Q4 2020.
2,149 funds tracked by Wall St. Rank held Uber as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.