4WM
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44 Wealth Management’s United Rentals URI Stock Holding History

44 Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,225
Closed -$2.98M – 206
2024
Q4 		$2.98M Sell
4,225
-436
-9% -$354K 1.14% 15
2024
Q3 		$3.89M Buy
+4,661
New +$3.35M 1.37% 7
2023
Q2 		$2.56M Sell
5,744
-23
-0.4% -$8.52K 0.87% 34
2023
Q1 		$2.28M Sell
5,767
-2
-0% -$840 0.77% 36
2022
Q4 		$2.05M Sell
5,769
-15
-0.3% -$4.93K 0.71% 39
2022
Q3 		$1.56M Buy
5,784
+15
+0.3% +$4.37K 0.64% 45
2022
Q2 		$1.4M Sell
5,769
-84
-1% -$24.7K 0.54% 50
2022
Q1 		$2.08M Sell
5,853
-452
-7% -$148K 0.75% 35
2021
Q4 		$2.1M Sell
6,305
-77
-1% -$27.5K 0.73% 36
2021
Q3 		$2.24M Sell
6,382
-120
-2% -$40.3K 0.86% 29
2021
Q2 		$2.07M Sell
6,502
-377
-5% -$122K 0.8% 32
2021
Q1 		$2.27M Buy
+6,879
New +$1.95M 0.95% 27

Other funds holding URI

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return