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B. Riley Wealth Management’s United Rentals URI Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-731
Closed -$260K – 815
2022
Q1 		$260K Buy
731
+123
+20% +$40.2K 0.02% 491
2021
Q4 		$202K Buy
+608
New +$217K 0.01% 586
2015
Q3 		– Sell
-738
Closed -$64K – 715
2015
Q2 		$64K Buy
738
+438
+146% +$41.9K 0.05% 358
2015
Q1 		$27K Buy
+300
New +$27K 0.02% 535
2014
Q3 		– Sell
-150
Closed -$15K – 1167
2014
Q2 		$15K Sell
150
-50
-25% -$4.89K 0.01% 737
2014
Q1 		$19K Buy
+200
New +$17K 0.01% 646

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State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

B. Riley Wealth Management's URI Position: Q2 2022 in Review

B. Riley Wealth Management sold out of United Rentals (URI) in Q2 2022, closing a stake of 731 shares — an estimated $260K sold.

B. Riley Wealth Management first reported a position in URI in Q1 2014 and held it in 6 quarters. The position peaked at $260K in Q1 2022. 824 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • B. Riley Wealth Management reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 731 United Rentals shares in Q2 2022, an estimated $260K.
  • B. Riley Wealth Management first reported a position in United Rentals in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's United Rentals position peaked at $260K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.