KFS
UBER icon

Kelly Financial Services’s Uber UBER Stock Holding History

Kelly 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 		– Sell
-487
Closed -$35.4K – 722
2024
Q2 		$35.4K Sell
487
-13
-3% -$904 0.01% 264
2024
Q1 		$38.5K Buy
500
+429
+604% +$30.8K 0.01% 256
2023
Q4 		$4.37K Sell
71
-197
-74% -$10.3K ﹤0.01% 484
2023
Q3 		$12.3K Buy
+268
New +$12.2K 0.01% 342
2023
Q1 		– Sell
-54
Closed -$1.33K – 727
2022
Q4 		$1.33K Hold
54
– – ﹤0.01% 539
2022
Q3 		$1.43K Hold
54
– – ﹤0.01% 542
2022
Q2 		$1.1K Hold
54
– – ﹤0.01% 547
2022
Q1 		$1.93K Hold
54
– – ﹤0.01% 522
2021
Q4 		$2.26K Buy
+54
New +$2.33K ﹤0.01% 524

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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