Ownership history in Corient Private Wealth LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in UBER TECHNOLOGIES INC (UBER). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Corient Private Wealth LLC outperformed the S&P 500 by +18.3% annually on this UBER position. Timing score: 54% (7/13 decisions correct). Average cost basis: $91.01. Maximum drawdown during holding period: β21.7%.
π₯ Exceptional β beat the S&P 500 by 18.3% per year on this position.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $31.70 (2023 Q1) Β· Worst: $97.97 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size