First Trust Direct Indexing’s Uber UBER Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-54,629	Closed	-$4.11M	–	867
2024 Q3	$4.11M	Buy	54,629 +6,594	+14%	+$464K	0.22%	83
2024 Q2	$3.49M	Buy	48,035 +7,072	+17%	+$492K	0.22%	87
2024 Q1	$3.15M	Buy	40,963 +14,390	+54%	+$1.03M	0.23%	83
2023 Q4	$1.64M	Buy	26,573 +8,207	+45%	+$429K	0.15%	158
2023 Q3	$845K	Buy	18,366 +1,360	+8%	+$62.1K	0.1%	245
2023 Q2	$734K	Sell	17,006 -1,874	-10%	-$69.7K	0.08%	295
2023 Q1	$598K	Buy	18,880 +4,237	+29%	+$134K	0.07%	348
2022 Q4	$362K	Buy	14,643 +2,417	+20%	+$66.1K	0.05%	464
2022 Q3	$324K	Buy	+12,226	New	+$338K	0.05%	443
2022 Q2	–	Sell	-8,773	Closed	-$313K	–	699
2022 Q1	$313K	Buy	8,773 +240	+3%	+$8.63K	0.04%	491
2021 Q4	$358K	Sell	8,533 -184	-2%	-$7.93K	0.05%	447
2021 Q3	$391K	Buy	8,717 +3,925	+82%	+$171K	0.06%	404
2021 Q2	$240K	Buy	+4,792	New	+$250K	0.04%	520

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return