Jeffrey W. Ubben a philanthropist and hedge fund manager from San Francisco is the co-founder of ValueAct Capital. He serves on Exxon Mobil's board. In 1987, he received a master's degree in business from Northwestern University’s Kellogg School of Management. Mr. Ubben has left his position as president of ValueAct Capital in order to focus solely on social investments in 2020.
Jeffrey Ubben, a prominent investor known for strategic market placements, prominently features Salesforce Inc., holding the largest share at 19.7% of his investment portfolio. Insight Enterprises Inc. follows as another substantial commitment, comprising 15.8% and highlighting Ubben's preference for impactful tech industry players. Ubben also allocates significant capital to entertainment giant Walt Disney Co (The), which embodies 11.1% of his investments, mirroring his confidence in long-standing media corporations. Parallel to this is an equal stake in KKR & Co. Inc, a major investment firm, also representing 11.1%, indicating Ubben's trust in financial institutions with robust asset management services. Lastly, Expedia Group Inc rounds out the top five, making up 10.6% of his stocks, showcasing Ubben’s approach towards online travel platforms poised for growth. For potential investors tracking Jeffrey Ubben's market strategy, these stock selections offer insights into sectors he deems essential for a balanced and forward-thinking portfolio.
Mar 01, 2023
Increased shares by 522.3%
Added 522.3% on Mar 01, 2023
Q2 2023
Increased shares by 0.0%
Added 0.0% in Q2 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Sold 47.9% shares
Sold 47.9% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Sold 44.5% shares
Sold 44.5% in Q4 2023
Aug 29, 2023
Sold 20.6% shares
Sold 20.6% on Aug 29, 2023
Q4 2023
Sold 18.0% shares
Sold 18.0% in Q4 2023
Q4 2023
Sold 50.2% shares
Sold 50.2% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q3 2023
New holding
New holding in Q3 2023
Q4 2023
Increased shares by 69.5%
Added 69.5% in Q4 2023
Q4 2023
Sold 36.9% shares
Sold 36.9% in Q4 2023
Q4 2023
Sold 96.6% shares
Sold 96.6% in Q4 2023
Q4 2013
Sold -576 Thousand shares
Sold 100% in Q4 2013
Q1 2013
Sold -15 Million shares
Sold 100% in Q1 2013
Q2 2010
Sold -622 Thousand shares
Sold 100% in Q2 2010
Q3 2012
Sold -159 Thousand shares
Sold 100% in Q3 2012
Q1 2013
Sold -10.3 Million shares
Sold 100% in Q1 2013
Q4 2009
Sold -3.86 Million shares
Sold 100% in Q4 2009
Q1 2009
Sold -1.1 Million shares
Sold 100% in Q1 2009
Q4 2017
Sold -2.98 Million shares
Sold 100% in Q4 2017
Q4 2017
Sold -31.4 Million shares
Sold 100% in Q4 2017
Q1 2018
Sold -9.01 Million shares
Sold 100% in Q1 2018
Q4 2018
Sold -2.2 Million shares
Sold 100% in Q4 2018
Q1 2019
Sold -229 Thousand shares
Sold 100% in Q1 2019
Q1 2019
Sold -250 Thousand shares
Sold 100% in Q1 2019
Q3 2019
Sold -700 Thousand shares
Sold 100% in Q3 2019
Q3 2019
Sold -1 Million shares
Sold 100% in Q3 2019
Q3 2017
Sold -6.93 Thousand shares
Sold 100% in Q3 2017
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