Baystate Wealth Management’s United Rentals URI Stock Holding History

Baystate 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	$36K	Hold	62	–	–	﹤0.01%	433
2023 Q3	$27.8K	Hold	62	–	–	﹤0.01%	426
2023 Q2	$27.8K	Hold	62	–	–	﹤0.01%	417
2023 Q1	$24.6K	Hold	62	–	–	﹤0.01%	431
2022 Q4	$22K	Hold	62	–	–	﹤0.01%	449
2022 Q3	$17K	Hold	62	–	–	﹤0.01%	456
2022 Q2	$15K	Hold	62	–	–	﹤0.01%	502
2022 Q1	$22K	Hold	62	–	–	﹤0.01%	441
2021 Q4	$21K	Hold	62	–	–	﹤0.01%	467
2021 Q3	$22K	Hold	62	–	–	﹤0.01%	408
2021 Q2	$20K	Hold	62	–	–	﹤0.01%	408
2021 Q1	$20K	Buy	+62	New	+$17.6K	﹤0.01%	370
2020 Q2	–	Sell	-48	Closed	-$5K	–	747
2020 Q1	$5K	Hold	48	–	–	﹤0.01%	441
2019 Q4	$8K	Buy	+48	New	+$6.97K	﹤0.01%	418
2019 Q3	–	Sell	-90	Closed	-$12K	–	638
2019 Q2	$12K	Hold	90	–	–	﹤0.01%	351
2019 Q1	$13K	Sell	90 -90	-50%	-$11.1K	﹤0.01%	356
2018 Q4	$22K	Hold	180	–	–	﹤0.01%	294
2018 Q3	$26K	Hold	180	–	–	﹤0.01%	277
2018 Q2	$27K	Hold	180	–	–	﹤0.01%	260
2018 Q1	$29K	Buy	+180	New	+$32K	﹤0.01%	252

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

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

Baystate Wealth Management held its United Rentals (URI) position steady in Q4 2023 at 62 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Baystate Wealth Management first reported a position in URI in Q1 2018 and has held it in 20 quarters since. 1,079 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Baystate Wealth Management held 62 shares of United Rentals worth $36K as of Q4 2023.
Baystate Wealth Management left its United Rentals share count unchanged in Q4 2023.
United Rentals made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #433 holding.
Baystate Wealth Management first reported a position in United Rentals in Q1 2018 and has held it in 20 quarters since.
1,079 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.