Advisor Partners II’s United Rentals URI Stock Holding History

Advisor Partners II’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 Q3	$1.89M	Buy	4,261 +364	+9%	+$167K	0.08%	285
2023 Q2	$1.74M	Buy	3,897 +321	+9%	+$119K	0.08%	253
2023 Q1	$1.42M	Buy	3,576 +79	+2%	+$33.2K	0.08%	268
2022 Q4	$1.24M	Buy	3,497 +601	+21%	+$197K	0.08%	280
2022 Q3	$782K	Buy	+2,896	New	+$843K	0.06%	336

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Advisor Partners II's URI Position: Q3 2023 in Review

Advisor Partners II increased its United Rentals (URI) stake by 9.3% in Q3 2023, buying an estimated $167K and bringing the position to 4,261 shares worth $1.89M. The position accounts for 0.08% of the portfolio, ranked #285.

Advisor Partners II first reported a position in URI in Q3 2022 and has held it in 5 quarters since. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

Advisor Partners II held 4,261 shares of United Rentals worth $1.89M as of Q3 2023.
Advisor Partners II bought 364 United Rentals shares in Q3 2023, an estimated $167K.
United Rentals made up 0.08% of Advisor Partners II's portfolio in Q3 2023, its #285 holding.
Advisor Partners II first reported a position in United Rentals in Q3 2022 and has held it in 5 quarters since.
987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.