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First Personal Financial Services’s Uber UBER Stock Holding History

First Personal Financial Services’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$23.3K Buy
310
+305
+6,100% +$21.5K ﹤0.01% 252
2024
Q2 		$364 Sell
5
-14
-74% -$973 ﹤0.01% 351
2024
Q1 		$1.46K Hold
19
– – ﹤0.01% 336
2023
Q4 		$1.17K Buy
+19
New +$994 ﹤0.01% 362
2020
Q3 		– Sell
-8
Closed – – 303
2020
Q2 		$0 Hold
8
– – ﹤0.01% 309
2020
Q1 		$0 Buy
+8
New +$263 ﹤0.01% 517

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's UBER Position: Q3 2024 in Review

First Personal Financial Services increased its Uber (UBER) stake by 6,100% in Q3 2024, buying an estimated $21.5K and bringing the position to 310 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

First Personal Financial Services first reported a position in UBER in Q1 2020 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • First Personal Financial Services held 310 shares of Uber worth $23.3K as of Q3 2024.
  • First Personal Financial Services bought 305 Uber shares in Q3 2024, an estimated $21.5K.
  • Uber made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #252 holding.
  • First Personal Financial Services first reported a position in Uber in Q1 2020 and has held it in 6 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.