BOTW
URI icon

Bank of the West’s United Rentals URI Stock Holding History

Bank of the West’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
Q4 		$8.85M Sell
24,889
-1,140
-4% -$375K 1.04% 24
2022
Q3 		$7.03M Buy
26,029
+307
+1% +$89.4K 0.92% 26
2022
Q2 		$6.25M Sell
25,722
-968
-4% -$285K 0.79% 33
2022
Q1 		$9.48M Buy
26,690
+783
+3% +$256K 0.98% 25
2021
Q4 		$8.61M Sell
25,907
-40
-0.2% -$14.3K 0.82% 33
2021
Q3 		$9.11M Buy
25,947
+1,967
+8% +$660K 0.95% 28
2021
Q2 		$7.65M Buy
23,980
+298
+1% +$96.2K 0.78% 32
2021
Q1 		$7.8M Buy
23,682
+5,890
+33% +$1.67M 0.88% 31
2020
Q4 		$4.13M Buy
17,792
+1,532
+9% +$324K 0.48% 59
2020
Q3 		$2.84M Sell
16,260
-304
-2% -$51.1K 0.38% 68
2020
Q2 		$2.47M Buy
16,564
+5,713
+53% +$725K 0.33% 73
2020
Q1 		$1.12M Buy
10,851
+2,009
+23% +$266K 0.17% 112
2019
Q4 		$1.48M Buy
+8,842
New +$1.28M 0.17% 120
2018
Q1 		– Sell
-1,164
Closed -$200K – 309
2017
Q4 		$200K Sell
1,164
-4,906
-81% -$747K 0.03% 287
2017
Q3 		$842K Buy
6,070
+715
+13% +$85.4K 0.11% 168
2017
Q2 		$604K Buy
5,355
+1,339
+33% +$149K 0.08% 192
2017
Q1 		$502K Buy
+4,016
New +$489K 0.06% 212

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of the West's URI Position: Q4 2022 in Review

Bank of the West reduced its United Rentals (URI) stake by 4.4% in Q4 2022, selling an estimated $375K and leaving 24,889 shares worth $8.85M. The position accounts for 1.04% of the portfolio, ranked #24.

Bank of the West first reported a position in URI in Q1 2017 and has held it in 17 quarters since. The position peaked at $9.48M in Q1 2022. 941 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Bank of the West held 24,889 shares of United Rentals worth $8.85M as of Q4 2022.
  • Bank of the West sold 1,140 United Rentals shares in Q4 2022, an estimated $375K.
  • United Rentals made up 1.04% of Bank of the West's portfolio in Q4 2022, its #24 holding.
  • Bank of the West first reported a position in United Rentals in Q1 2017 and has held it in 17 quarters since.
  • Bank of the West's United Rentals position peaked at $9.48M in Q1 2022.
  • 941 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.