Altshuler Shaham’s United Rentals URI Stock Holding History

Altshuler Shaham’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
2024 Q1	–	Sell	-559	Closed	-$321K	–	366
2023 Q4	$321K	Sell	559 -78	-12%	-$36.8K	0.02%	71
2023 Q3	$283K	Sell	637 -149	-19%	-$68.2K	0.01%	86
2023 Q2	$350K	Buy	786 +1	+0.1%	+$371	0.01%	83
2023 Q1	$311K	Sell	785 -455	-37%	-$191K	0.01%	97
2022 Q4	$441K	Sell	1,240 -415	-25%	-$136K	0.02%	73
2022 Q3	$447K	Buy	+1,655	New	+$482K	0.01%	102
2021 Q3	–	Sell	-23	Closed	-$7K	–	664
2021 Q2	$7K	Hold	23	–	–	﹤0.01%	577
2021 Q1	$8K	Buy	+23	New	+$6.51K	﹤0.01%	399
2020 Q2	–	Sell	-3	Closed	–	–	573
2020 Q1	$0	Hold	3	–	–	﹤0.01%	618
2019 Q4	$1K	Buy	3 +1	+50%	+$145	﹤0.01%	482
2019 Q3	$0	Buy	+2	New	+$242	﹤0.01%	561

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Altshuler Shaham's URI Position: Q1 2024 in Review

Altshuler Shaham sold out of United Rentals (URI) in Q1 2024, closing a stake of 559 shares — an estimated $321K sold.

Altshuler Shaham first reported a position in URI in Q3 2019 and held it in 11 quarters. The position peaked at $447K in Q3 2022. 1,181 funds tracked by Wall St. Rank hold URI as of Q1 2024.

Altshuler Shaham reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
Altshuler Shaham sold 559 United Rentals shares in Q1 2024, an estimated $321K.
Altshuler Shaham first reported a position in United Rentals in Q3 2019 and held it in 11 quarters.
Altshuler Shaham's United Rentals position peaked at $447K in Q3 2022.
1,181 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.