Bartlett & Co’s United Rentals URI Stock Holding History

Bartlett & Co’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	$208K	Sell	360 -45	-11%	-$21.2K	﹤0.01%	467
2023 Q3	$180K	Sell	405 -10	-2%	-$4.58K	﹤0.01%	462
2023 Q2	$185K	Buy	+415	New	+$154K	﹤0.01%	463
2021 Q3	–	Sell	-9	Closed	-$3K	–	1073
2021 Q2	$3K	Hold	9	–	–	﹤0.01%	815
2021 Q1	$3K	Hold	9	–	–	﹤0.01%	849
2020 Q4	$2K	Buy	+9	New	+$1.9K	﹤0.01%	943

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Bartlett & Co's URI Position: Q4 2023 in Review

Bartlett & Co reduced its United Rentals (URI) stake by 11% in Q4 2023, selling an estimated $21.2K and leaving 360 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Bartlett & Co first reported a position in URI in Q4 2020 and has held it in 6 quarters since. 1,077 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Bartlett & Co held 360 shares of United Rentals worth $208K as of Q4 2023.
Bartlett & Co sold 45 United Rentals shares in Q4 2023, an estimated $21.2K.
United Rentals made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #467 holding.
Bartlett & Co first reported a position in United Rentals in Q4 2020 and has held it in 6 quarters since.
1,077 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.