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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 – 712
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's UBER Position: Q3 2024 in Review

Kelly Financial Services sold out of Uber (UBER) in Q3 2024, closing a stake of 487 shares — an estimated $35.4K sold.

Kelly Financial Services first reported a position in UBER in Q4 2021 and held it in 9 quarters. The position peaked at $38.5K in Q1 2024. 1,850 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Kelly Financial Services reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 487 Uber shares in Q3 2024, an estimated $35.4K.
  • Kelly Financial Services first reported a position in Uber in Q4 2021 and held it in 9 quarters.
  • Kelly Financial Services's Uber position peaked at $38.5K in Q1 2024.
  • 1,850 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.