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Angeles Investment Advisors’s United Rentals URI Stock Holding History

Angeles Investment 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
2023
Q3 		– Sell
-771
Closed -$343K – 217
2023
Q2 		$343K Buy
+771
New +$286K 0.03% 103

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Investment Advisors's URI Position: Q3 2023 in Review

Angeles Investment Advisors sold out of United Rentals (URI) in Q3 2023, closing a stake of 771 shares — an estimated $343K sold.

Angeles Investment Advisors first reported a position in URI in Q2 2023 and held it in 1 quarter. The position peaked at $343K in Q2 2023. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • Angeles Investment Advisors reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
  • Angeles Investment Advisors sold 771 United Rentals shares in Q3 2023, an estimated $343K.
  • Angeles Investment Advisors first reported a position in United Rentals in Q2 2023 and held it in 1 quarter.
  • Angeles Investment Advisors's United Rentals position peaked at $343K in Q2 2023.
  • 987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Angeles Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.