Atticus Wealth Management’s United Rentals URI Stock Holding History

Atticus Wealth Management’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 Q4	–	Sell	-4	Closed	-$1.78K	–	613
2023 Q3	$1.78K	Hold	4	–	–	﹤0.01%	509
2023 Q2	$1.78K	Buy	+4	New	+$1.48K	﹤0.01%	503
2022 Q1	–	Sell	-77	Closed	-$26K	–	621
2021 Q4	$26K	Hold	77	–	–	0.01%	291
2021 Q3	$27K	Hold	77	–	–	0.01%	291
2021 Q2	$25K	Buy	+77	New	+$24.9K	0.01%	275

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 $3.37T AUM 44.26% 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

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

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

Atticus Wealth Management's URI Position: Q4 2023 in Review

Atticus Wealth Management sold out of United Rentals (URI) in Q4 2023, closing a stake of 4 shares — an estimated $1.78K sold.

Atticus Wealth Management first reported a position in URI in Q2 2021 and held it in 5 quarters. The position peaked at $27K in Q3 2021. 1,079 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Atticus Wealth Management reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 4 United Rentals shares in Q4 2023, an estimated $1.78K.
Atticus Wealth Management first reported a position in United Rentals in Q2 2021 and held it in 5 quarters.
Atticus Wealth Management's United Rentals position peaked at $27K in Q3 2021.
1,079 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.