Source Financial Advisors LLC / UBER
Source Financial Advisors LLC’s Uber Technologies Inc Position
Does Source Financial Advisors LLC own Uber Technologies Inc (UBER)? Yes — 655.9K shares worth $49M (+14.56% of its 13F portfolio) as of Q3 2024, down from 656.2K shares the prior filed quarter.
Position Value
$49M
Q3 2024
Shares
655.9K
% of Portfolio
+14.56%
Quarters Held
16
currently held
Position History UBER
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 655.9K | $49M | +14.56% |
| Q2 2024 | 656.2K | $48M | +14.66% |
| Q1 2024 | 655.9K | $50M | +15.33% |
| Q4 2023 | 655.4K | $40M | +12.52% |
| Q3 2023 | 758.9K | $35M | +11.77% |
| Q2 2023 | 770.1K | $33M | +10.91% |
| Q1 2023 | 1.03M | $33M | +10.90% |
| Q4 2022 | 1.17M | $29M | +10.83% |
| Q3 2022 | 1.21M | $32M | +12.65% |
| Q2 2022 | 1.29M | $26M | +10.32% |
| Q1 2022 | 1.29M | $46M | +13.52% |
| Q4 2021 | 1.23M | $52M | +13.92% |
| Q3 2021 | 1.23M | $55M | +14.30% |
| Q2 2021 | 1.23M | $62M | +15.87% |
| Q1 2021 | 1.23M | $67M | +17.89% |
| Q4 2020 | 1.23M | $63M | +16.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of UBER.