FTIS
UBER icon

First Trust Investment Solutions’s Uber UBER Stock Holding History

First Trust Investment Solutions’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 		$2.99M Buy
39,743
+35,548
+847% +$2.5M 0.34% 70
2024
Q2 		$305K Sell
4,195
-7,301
-64% -$507K 0.04% 208
2024
Q1 		$885K Buy
11,496
+920
+9% +$66K 0.16% 108
2023
Q4 		$651K Buy
+10,576
New +$553K 0.14% 112

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 Trust Investment Solutions's UBER Position: Q3 2024 in Review

First Trust Investment Solutions increased its Uber (UBER) stake by 847% in Q3 2024, buying an estimated $2.5M and bringing the position to 39,743 shares worth $2.99M. The position accounts for 0.34% of the portfolio, ranked #70.

First Trust Investment Solutions first reported a position in UBER in Q4 2023 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • First Trust Investment Solutions held 39,743 shares of Uber worth $2.99M as of Q3 2024.
  • First Trust Investment Solutions bought 35,548 Uber shares in Q3 2024, an estimated $2.5M.
  • Uber made up 0.34% of First Trust Investment Solutions's portfolio in Q3 2024, its #70 holding.
  • First Trust Investment Solutions first reported a position in Uber in Q4 2023 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.