WCM
UBER icon

Wunderlich Capital Managemnt’s Uber UBER Stock Holding History

Wunderlich Capital Managemnt’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 		$2.08M Buy
28,658
+5,818
+25% +$404K 0.93% 46
2024
Q1 		$1.76M Sell
22,840
-1,487
-6% -$107K 0.79% 53
2023
Q4 		$1.5M Buy
24,327
+1,115
+5% +$58.3K 0.67% 57
2023
Q3 		$1.07M Buy
23,212
+24
+0.1% +$1.1K 0.53% 58
2023
Q2 		$1M Buy
+23,188
New +$862K 0.49% 59
2022
Q2 		– Sell
-30,288
Closed -$1.08M – 97
2022
Q1 		$1.08M Sell
30,288
-863
-3% -$31K 0.51% 66
2021
Q4 		$1.31M Buy
+31,151
New +$1.34M 0.58% 66

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

Wunderlich Capital Managemnt's UBER Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Uber (UBER) stake by 25% in Q2 2024, buying an estimated $404K and bringing the position to 28,658 shares worth $2.08M. The position accounts for 0.93% of the portfolio, ranked #46.

Wunderlich Capital Managemnt first reported a position in UBER in Q4 2021 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Wunderlich Capital Managemnt held 28,658 shares of Uber worth $2.08M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 5,818 Uber shares in Q2 2024, an estimated $404K.
  • Uber made up 0.93% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #46 holding.
  • Wunderlich Capital Managemnt first reported a position in Uber in Q4 2021 and has held it in 7 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.