Number of Shares
655,901.00
Current Holdings Value*
$49.30 Mil
% of Portfolio
14.56%
Total Estimate Gain
$25.44 Mil
% of Total Estimate Gain
44.32%

Source Financial Advisors LLC's Uber Technologies Inc Holding Summary

As of 2024-09-30, Source Financial Advisors LLC held 655,901.00 shares of Uber Technologies Inc(UBER), totaling $49.30 Mil. This investment constitutes 14.56% of their stock portfolio, and Source Financial Advisors LLC now holds 0.03% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2020Q4. And since then Source Financial Advisors LLC has made 3 purchases of UBER, at an average price of $44.56, for a total of 1.29 Mil shares. In addition, there have been 8 sales at an average price of $36.72 for 632,230.00 shares. Based on historical transaction data and UBER's current price of $90.90, Source Financial Advisors LLC's estimated gain on his UBER holdings is $25.44 Mil, reflecting a 44.32% gain to date.

Source Financial Advisors LLC UBER ($90.90) Holding Chart

Source Financial Advisors LLC UBER ($90.90) 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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