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Advisor Partners’s United Rentals URI Stock Holding History

Advisor Partners’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
2022
Q2 		$696K Buy
2,866
+34
+1% +$10K 0.05% 390
2022
Q1 		$1.01M Buy
2,832
+88
+3% +$28.7K 0.06% 300
2021
Q4 		$912K Sell
2,744
-134
-5% -$47.8K 0.06% 327
2021
Q3 		$1.01M Sell
2,878
-138
-5% -$46.3K 0.07% 275
2021
Q2 		$962K Sell
3,016
-40
-1% -$12.9K 0.06% 297
2021
Q1 		$1.01M Sell
3,056
-228
-7% -$64.6K 0.07% 271
2020
Q4 		$762K Sell
3,284
-97
-3% -$20.5K 0.06% 319
2020
Q3 		$590K Buy
3,381
+77
+2% +$12.9K 0.05% 340
2020
Q2 		$492K Sell
3,304
-449
-12% -$57K 0.05% 370
2020
Q1 		$386K Sell
3,753
-775
-17% -$103K 0.05% 370
2019
Q4 		$701K Buy
4,528
+129
+3% +$18.7K 0.07% 272
2019
Q3 		$548K Buy
4,399
+22
+0.5% +$2.67K 0.07% 312
2019
Q2 		$581K Buy
4,377
+818
+23% +$104K 0.07% 276
2019
Q1 		$407K Sell
3,559
-539
-13% -$66.6K 0.05% 346
2018
Q4 		$420K Buy
4,098
+867
+27% +$104K 0.07% 316
2018
Q3 		$529K Buy
3,231
+112
+4% +$17.4K 0.07% 290
2018
Q2 		$460K Sell
3,119
-75
-2% -$12.3K 0.08% 304
2018
Q1 		$552K Sell
3,194
-66
-2% -$11.7K 0.1% 240
2017
Q4 		$599K Buy
3,260
+122
+4% +$18.6K 0.11% 223
2017
Q3 		$435K Buy
3,138
+135
+4% +$16.1K 0.09% 262
2017
Q2 		$338K Sell
3,003
-395
-12% -$44.1K 0.08% 308
2017
Q1 		$425K Buy
3,398
+606
+22% +$73.7K 0.11% 229
2016
Q4 		$295K Buy
+2,792
New +$254K 0.09% 279

Other funds holding URI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Advisor Partners's URI Position: Q2 2022 in Review

Advisor Partners increased its United Rentals (URI) stake by 1.2% in Q2 2022, buying an estimated $10K and bringing the position to 2,866 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #390.

Advisor Partners first reported a position in URI in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2021. 824 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Advisor Partners held 2,866 shares of United Rentals worth $696K as of Q2 2022.
  • Advisor Partners bought 34 United Rentals shares in Q2 2022, an estimated $10K.
  • United Rentals made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #390 holding.
  • Advisor Partners first reported a position in United Rentals in Q4 2016 and has held it in 23 quarters since.
  • Advisor Partners's United Rentals position peaked at $1.01M in Q3 2021.
  • 824 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.