ZF
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Zega Financial’s Uber UBER Stock Holding History

Zega Financial’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
Q3 		$288K Sell
3,830
-3,995
-51% -$281K 0.04% 84
2024
Q2 		$569K Sell
7,825
-5,106
-39% -$355K 0.1% 72
2024
Q1 		$996K Sell
12,931
-3,221
-20% -$231K 0.34% 33
2023
Q4 		$994K Buy
+16,152
New +$845K 0.32% 34

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zega Financial's UBER Position: Q3 2024 in Review

Zega Financial reduced its Uber (UBER) stake by 51% in Q3 2024, selling an estimated $281K and leaving 3,830 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #84.

Zega Financial first reported a position in UBER in Q4 2023 and has held it in 4 quarters since. The position peaked at $996K in Q1 2024. 1,849 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Zega Financial held 3,830 shares of Uber worth $288K as of Q3 2024.
  • Zega Financial sold 3,995 Uber shares in Q3 2024, an estimated $281K.
  • Uber made up 0.04% of Zega Financial's portfolio in Q3 2024, its #84 holding.
  • Zega Financial first reported a position in Uber in Q4 2023 and has held it in 4 quarters since.
  • Zega Financial's Uber position peaked at $996K in Q1 2024.
  • 1,849 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.