Accel Wealth Management’s United Rentals URI Stock Holding History

Accel 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
2023 Q2	–	Sell	-39	Closed	-$15.4K	–	828
2023 Q1	$15.4K	Buy	39 +30	+333%	+$12.6K	0.01%	775
2022 Q4	$3.2K	Hold	9	–	–	﹤0.01%	863
2022 Q3	$3K	Sell	9 -635	-99%	-$185K	﹤0.01%	912
2022 Q2	$162K	Buy	644 +9	+1%	+$2.65K	0.09%	165
2022 Q1	$225K	Hold	635	–	–	0.12%	145
2021 Q4	$211K	Hold	635	–	–	0.1%	157
2021 Q3	$223K	Hold	635	–	–	0.14%	124
2021 Q2	$203K	Hold	635	–	–	0.13%	142
2021 Q1	$209K	Hold	635	–	–	0.17%	129
2020 Q4	$147K	Buy	+635	New	+$134K	0.14%	158

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Accel Wealth Management's URI Position: Q2 2023 in Review

Accel Wealth Management sold out of United Rentals (URI) in Q2 2023, closing a stake of 39 shares — an estimated $15.4K sold.

Accel Wealth Management first reported a position in URI in Q4 2020 and held it in 10 quarters. The position peaked at $225K in Q1 2022. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

Accel Wealth Management reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 39 United Rentals shares in Q2 2023, an estimated $15.4K.
Accel Wealth Management first reported a position in United Rentals in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's United Rentals position peaked at $225K in Q1 2022.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.