Advisory Research’s United Rentals URI Stock Holding History

Advisory Research’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 Q1	–	Sell	-639	Closed	-$227K	–	404
2022 Q4	$227K	Buy	+639	New	+$210K	0.02%	323
2022 Q3	–	Sell	-991	Closed	-$241K	–	406
2022 Q2	$241K	Sell	991 -179	-15%	-$52.7K	0.02%	297
2022 Q1	$416K	Sell	1,170 -419	-26%	-$137K	0.03%	267
2021 Q4	$528K	Sell	1,589 -17	-1%	-$6.06K	0.04%	251
2021 Q3	$564K	Buy	1,606 +332	+26%	+$111K	0.04%	239
2021 Q2	$406K	Sell	1,274 -1,451	-53%	-$469K	0.03%	284
2021 Q1	$897K	Sell	2,725 -478	-15%	-$135K	0.06%	219
2020 Q4	$743K	Sell	3,203 -1,128	-26%	-$238K	0.05%	226
2020 Q3	$756K	Buy	4,331 +1,055	+32%	+$177K	0.07%	206
2020 Q2	$488K	Buy	3,276 +500	+18%	+$63.4K	0.04%	241
2020 Q1	$286K	Sell	2,776 -885	-24%	-$117K	0.02%	247
2019 Q4	$611K	Buy	+3,661	New	+$532K	0.03%	223
2019 Q3	–	Sell	-3,599	Closed	-$477K	–	364
2019 Q2	$477K	Buy	+3,599	New	+$457K	0.01%	309
2018 Q4	–	Sell	-2,891	Closed	-$473K	–	399
2018 Q3	$473K	Buy	2,891 +684	+31%	+$106K	0.01%	307
2018 Q2	$326K	Sell	2,207 -1,876	-46%	-$307K	0.01%	342
2018 Q1	$705K	Buy	4,083 +780	+24%	+$139K	0.01%	286
2017 Q4	$568K	Sell	3,303 -4,454	-57%	-$678K	0.01%	319
2017 Q3	$1.08M	Buy	7,757 +1,779	+30%	+$213K	0.02%	297
2017 Q2	$674K	Sell	5,978 -457	-7%	-$51K	0.01%	340
2017 Q1	$805K	Buy	+6,435	New	+$783K	0.01%	337

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Research's URI Position: Q1 2023 in Review

Advisory Research sold out of United Rentals (URI) in Q1 2023, closing a stake of 639 shares — an estimated $227K sold.

Advisory Research first reported a position in URI in Q1 2017 and held it in 20 quarters. The position peaked at $1.08M in Q3 2017. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Advisory Research reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 639 United Rentals shares in Q1 2023, an estimated $227K.
Advisory Research first reported a position in United Rentals in Q1 2017 and held it in 20 quarters.
Advisory Research's United Rentals position peaked at $1.08M in Q3 2017.
983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.