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American Portfolios Advisors’s United Rentals URI Stock Holding History

American Portfolios Advisors’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
Q3 		$2.66M Sell
9,843
-6,620
-40% -$1.93M 0.11% 192
2022
Q2 		$4M Sell
16,463
-930
-5% -$274K 0.16% 124
2022
Q1 		$6.18M Buy
17,393
+3,262
+23% +$1.07M 0.21% 88
2021
Q4 		$4.7M Buy
14,131
+819
+6% +$292K 0.16% 126
2021
Q3 		$4.67M Buy
13,312
+2,710
+26% +$910K 0.18% 108
2021
Q2 		$3.38M Buy
10,602
+1,761
+20% +$569K 0.13% 155
2021
Q1 		$2.91M Buy
8,841
+1,844
+26% +$522K 0.13% 153
2020
Q4 		$1.62M Buy
6,997
+2,214
+46% +$468K 0.08% 236
2020
Q3 		$835K Buy
4,783
+778
+19% +$131K 0.05% 337
2020
Q2 		$597K Buy
4,005
+407
+11% +$51.6K 0.04% 391
2020
Q1 		$370K Buy
3,598
+1,311
+57% +$174K 0.03% 444
2019
Q4 		$381K Buy
2,287
+437
+24% +$63.5K 0.03% 517
2019
Q3 		$231K Buy
1,850
+115
+7% +$13.9K 0.02% 660
2019
Q2 		$230K Buy
1,735
+175
+11% +$22.2K 0.02% 651
2019
Q1 		$178K Buy
1,560
+153
+11% +$18.9K 0.02% 679
2018
Q4 		$144K Buy
1,407
+87
+7% +$10.5K 0.02% 620
2018
Q3 		$216K Buy
1,320
+180
+16% +$28K 0.02% 550
2018
Q2 		$168K Buy
1,140
+211
+23% +$34.5K 0.02% 618
2018
Q1 		$160K Sell
929
-152
-14% -$27K 0.02% 596
2017
Q4 		$186K Buy
+1,081
New +$165K 0.03% 524

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 $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's URI Position: Q3 2022 in Review

American Portfolios Advisors reduced its United Rentals (URI) stake by 40% in Q3 2022, selling an estimated $1.93M and leaving 9,843 shares worth $2.66M. The position accounts for 0.11% of the portfolio, ranked #192.

American Portfolios Advisors first reported a position in URI in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.18M in Q1 2022. 852 funds tracked by Wall St. Rank hold URI as of Q3 2022.

  • American Portfolios Advisors held 9,843 shares of United Rentals worth $2.66M as of Q3 2022.
  • American Portfolios Advisors sold 6,620 United Rentals shares in Q3 2022, an estimated $1.93M.
  • United Rentals made up 0.11% of American Portfolios Advisors's portfolio in Q3 2022, its #192 holding.
  • American Portfolios Advisors first reported a position in United Rentals in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's United Rentals position peaked at $6.18M in Q1 2022.
  • 852 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.