Number of Shares
1.20 Mil
Current Holdings Value*
$87.18 Mil
% of Portfolio
1.54%
Total Estimate Gain
$38.10 Mil
% of Total Estimate Gain
19.60%

TAX-MANAGED GROWTH PORTFOLIO's Uber Technologies Inc Holding Summary

As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 1.20 Mil shares of Uber Technologies Inc(UBER), totaling $87.18 Mil. This investment constitutes 1.54% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.06% of the outstanding Uber Technologies Inc(UBER) stock.

The initial trade took place in 2019Q4. And since then TAX-MANAGED GROWTH PORTFOLIO has made 10 purchases of UBER, at an average price of $39.70, for a total of 4.90 Mil shares. In addition, there have been 1 sales at an average price of $31.72 for 3.70 Mil shares. Based on historical transaction data and UBER's current price of $96.23, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his UBER holdings is $38.10 Mil, reflecting a 19.60% gain to date.

TAX-MANAGED GROWTH PORTFOLIO UBER ($96.23) Holding Chart

TAX-MANAGED GROWTH PORTFOLIO UBER ($96.23) 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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