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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Direct Indexing's UBER Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Uber (UBER) in Q4 2024, closing a stake of 54,629 shares — an estimated $4.11M sold.

First Trust Direct Indexing first reported a position in UBER in Q2 2021 and held it in 13 quarters. The position peaked at $4.11M in Q3 2024. 1,962 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 54,629 Uber shares in Q4 2024, an estimated $4.11M.
  • First Trust Direct Indexing first reported a position in Uber in Q2 2021 and held it in 13 quarters.
  • First Trust Direct Indexing's Uber position peaked at $4.11M in Q3 2024.
  • 1,962 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.