Ownership history in Source Financial Advisors LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Source Financial Advisors 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 Source Financial Advisors LLC outperformed the S&P 500 by +41.2% annually on this UBER position. Timing score: 33% (4/12 decisions correct). Average cost basis: $50.33. Maximum drawdown during holding period: β62.5%.
π₯ Exceptional β beat the S&P 500 by 41.2% per year on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 12 add/trim decisions correct
Best entry: $35.68 (2022 Q1) Β· Worst: $76.99 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 9 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Source Financial Advisors LLC has been actively increasing its UBER allocation β a bullish signal from insiders.
Currently 14.56% 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