BDO Wealth Advisors’s United Rentals URI Stock Holding History

BDO Wealth Advisors’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 Q2	$2.45M	Sell	5,495 -48	-0.9%	-$17.8K	0.28%	79
2023 Q1	$2.19M	Sell	5,543 -460	-8%	-$193K	0.27%	80
2022 Q4	$2.13M	Buy	6,003 +5,803	+2,902%	+$1.91M	0.27%	80
2022 Q3	$54K	Hold	200	–	–	0.01%	398
2022 Q2	$49K	Hold	200	–	–	0.01%	412
2022 Q1	$71K	Hold	200	–	–	0.01%	379
2021 Q4	$66K	Hold	200	–	–	0.01%	403
2021 Q3	$70K	Hold	200	–	–	0.01%	397
2021 Q2	$64K	Hold	200	–	–	0.01%	426
2021 Q1	$66K	Sell	200 -269	-57%	-$76.2K	0.01%	410
2020 Q4	$109K	Buy	469 +125	+36%	+$26.4K	0.02%	278
2020 Q3	$60K	Hold	344	–	–	0.01%	309
2020 Q2	$51K	Sell	344 -230	-40%	-$29.2K	0.01%	328
2020 Q1	$59K	Sell	574 -103	-15%	-$13.7K	0.01%	320
2019 Q4	$113K	Buy	677 +233	+52%	+$33.8K	0.03%	238
2019 Q3	$55K	Hold	444	–	–	0.01%	301
2019 Q2	$59K	Hold	444	–	–	0.02%	290
2019 Q1	$51K	Buy	+444	New	+$54.8K	0.01%	281
2018 Q4	–	Sell	-13	Closed	-$2K	–	628
2018 Q3	$2K	Sell	13 -5	-28%	-$778	﹤0.01%	575
2018 Q2	$3K	Buy	18 +13	+260%	+$2.12K	﹤0.01%	558
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	556
2017 Q4	$1K	Buy	+5	New	+$761	﹤0.01%	476

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BDO Wealth Advisors's URI Position: Q2 2023 in Review

BDO Wealth Advisors reduced its United Rentals (URI) stake by 0.87% in Q2 2023, selling an estimated $17.8K and leaving 5,495 shares worth $2.45M. The position accounts for 0.28% of the portfolio, ranked #79.

BDO Wealth Advisors first reported a position in URI in Q4 2017 and has held it in 22 quarters since. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

BDO Wealth Advisors held 5,495 shares of United Rentals worth $2.45M as of Q2 2023.
BDO Wealth Advisors sold 48 United Rentals shares in Q2 2023, an estimated $17.8K.
United Rentals made up 0.28% of BDO Wealth Advisors's portfolio in Q2 2023, its #79 holding.
BDO Wealth Advisors first reported a position in United Rentals in Q4 2017 and has held it in 22 quarters since.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.