Bailard’s United Rentals URI Stock Holding History

Bailard’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 Q1	–	Sell	-752	Closed	-$267K	–	795
2022 Q4	$267K	Buy	+752	New	+$247K	0.01%	549
2014 Q1	–	Sell	-3,600	Closed	-$281K	–	251
2013 Q4	$281K	Buy	+3,600	New	+$241K	0.05%	179

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bailard's URI Position: Q1 2023 in Review

Bailard sold out of United Rentals (URI) in Q1 2023, closing a stake of 752 shares — an estimated $267K sold.

Bailard first reported a position in URI in Q4 2013 and held it in 2 quarters. The position peaked at $281K in Q4 2013. 982 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Bailard reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
Bailard sold 752 United Rentals shares in Q1 2023, an estimated $267K.
Bailard first reported a position in United Rentals in Q4 2013 and held it in 2 quarters.
Bailard's United Rentals position peaked at $281K in Q4 2013.
982 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Bailard's 13F filing for Q1 2023, filed 8 May 2023.