Number of Shares
992,794.00
Current Holdings Value*
$72.33 Mil
% of Portfolio
1.16%
Total Estimate Gain
$18.61 Mil
% of Total Estimate Gain
25.80%

Evercore Wealth Management, LLC's Uber Technologies Inc Holding Summary

As of 2025-03-31, Evercore Wealth Management, LLC held 992,794.00 shares of Uber Technologies Inc(UBER), totaling $72.33 Mil. This investment constitutes 1.16% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.05% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2020Q1. And since then Evercore Wealth Management, LLC has made 6 purchases of UBER, at an average price of $71.34, for a total of 1.01 Mil shares. In addition, there have been 2 sales at an average price of $43.34 for 18,051.00 shares. Based on historical transaction data and UBER's current price of $90.59, Evercore Wealth Management, LLC's estimated gain on his UBER holdings is $18.61 Mil, reflecting a 25.80% gain to date.

Evercore Wealth Management, LLC UBER ($90.59) Holding Chart

Evercore Wealth Management, LLC UBER ($90.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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