Number of Shares
698,196.00
Current Holdings Value*
$53.07 Mil
% of Portfolio
4.83%
Total Estimate Gain
$34.89 Mil
% of Total Estimate Gain
66.86%

Lyrical U.S. Value Equity Fund's Uber Technologies Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held 698,196.00 shares of Uber Technologies Inc(UBER), totaling $53.07 Mil. This investment constitutes 4.83% of their stock portfolio, and Ultimus Managers Trust now holds 0.03% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2022Q1. And since then Lyrical U.S. Value Equity Fund has made 9 purchases of UBER, at an average price of $43.86, for a total of 1.19 Mil shares. In addition, there have been 4 sales at an average price of $48.59 for 491,712.00 shares. Based on historical transaction data and UBER's current price of $90.50, Lyrical U.S. Value Equity Fund's estimated gain on his UBER holdings is $34.89 Mil, reflecting a 66.86% gain to date.

Lyrical U.S. Value Equity Fund UBER ($90.50) Holding Chart

Lyrical U.S. Value Equity Fund UBER ($90.50) 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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