Benjamin F. Edwards & Company’s United Rentals URI Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$2.61M	Buy	4,038 +118	+3%	+$78.4K	0.05%	328
2024 Q1	$2.83M	Buy	3,920 +3,544	+943%	+$2.27M	0.05%	298
2023 Q4	$215K	Buy	376 +356	+1,780%	+$168K	﹤0.01%	864
2023 Q3	$9K	Sell	20 -24	-55%	-$11K	﹤0.01%	1434
2023 Q2	$20K	Hold	44	–	–	﹤0.01%	1283
2023 Q1	$17K	Sell	44 -42	-49%	-$17.6K	﹤0.01%	1308
2022 Q4	$31K	Buy	86 +33	+62%	+$10.8K	﹤0.01%	1192
2022 Q3	$14K	Buy	53 +25	+89%	+$7.28K	﹤0.01%	1329
2022 Q2	$7K	Hold	28	–	–	﹤0.01%	1478
2022 Q1	$10K	Sell	28 -69	-71%	-$22.5K	﹤0.01%	1375
2021 Q4	$32K	Buy	97 +28	+41%	+$9.98K	﹤0.01%	1143
2021 Q3	$24K	Hold	69	–	–	﹤0.01%	1193
2021 Q2	$22K	Hold	69	–	–	﹤0.01%	1207
2021 Q1	$23K	Sell	69 -187	-73%	-$53K	﹤0.01%	1175
2020 Q4	$59K	Sell	256 -242	-49%	-$51.1K	﹤0.01%	928
2020 Q3	$87K	Sell	498 -205	-29%	-$34.5K	0.01%	781
2020 Q2	$105K	Sell	703 -46	-6%	-$5.84K	0.01%	725
2020 Q1	$77K	Sell	749 -1,008	-57%	-$134K	0.01%	764
2019 Q4	$293K	Buy	1,757 +1,407	+402%	+$204K	0.02%	505
2019 Q3	$44K	Hold	350	–	–	﹤0.01%	970
2019 Q2	$46K	Hold	350	–	–	﹤0.01%	929
2019 Q1	$40K	Hold	350	–	–	﹤0.01%	931
2018 Q4	$36K	Hold	350	–	–	﹤0.01%	920
2018 Q3	$57K	Hold	350	–	–	0.01%	823
2018 Q2	$52K	Hold	350	–	–	0.01%	838
2018 Q1	$60K	Hold	350	–	–	0.01%	801
2017 Q4	$60K	Hold	350	–	–	0.01%	777
2017 Q3	$49K	Hold	350	–	–	0.01%	781
2017 Q2	$39K	Hold	350	–	–	0.01%	773
2017 Q1	$44K	Sell	350 -125	-26%	-$15.2K	0.01%	699
2016 Q4	$50K	Hold	475	–	–	0.01%	612
2016 Q3	$37K	Hold	475	–	–	0.01%	598
2016 Q2	$32K	Hold	475	–	–	0.01%	597
2016 Q1	$30K	Hold	475	–	–	0.01%	606
2015 Q4	$34K	Hold	475	–	–	0.01%	590
2015 Q3	$29K	Sell	475 -540	-53%	-$37.5K	0.01%	629
2015 Q2	$89K	Sell	1,015 -2,400	-70%	-$230K	0.02%	481
2015 Q1	$311K	Buy	3,415 +2,400	+236%	+$216K	0.07%	267
2014 Q4	$104K	Sell	1,015 -1,900	-65%	-$204K	0.02%	385
2014 Q3	$324K	Buy	2,915 +1,100	+61%	+$124K	0.08%	234
2014 Q2	$190K	Buy	1,815 +1,340	+282%	+$131K	0.05%	301
2014 Q1	$45K	Sell	475 -100	-17%	-$8.48K	0.01%	462
2013 Q4	$45K	Buy	575 +100	+21%	+$6.7K	0.02%	442
2013 Q3	$28K	Buy	475 +275	+138%	+$15.3K	0.01%	470
2013 Q2	$10K	Buy	+200	New	+$10.6K	﹤0.01%	573

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Norges Bank Oslo, Norway $1T AUM

Benjamin F. Edwards & Company's URI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its United Rentals (URI) stake by 3% in Q2 2024, buying an estimated $78.4K and bringing the position to 4,038 shares worth $2.61M. The position accounts for 0.05% of the portfolio, ranked #328.

Benjamin F. Edwards & Company first reported a position in URI in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.83M in Q1 2024. 1,174 funds tracked by Wall St. Rank hold URI as of Q2 2024.

Benjamin F. Edwards & Company held 4,038 shares of United Rentals worth $2.61M as of Q2 2024.
Benjamin F. Edwards & Company bought 118 United Rentals shares in Q2 2024, an estimated $78.4K.
United Rentals made up 0.05% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #328 holding.
Benjamin F. Edwards & Company first reported a position in United Rentals in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's United Rentals position peaked at $2.83M in Q1 2024.
1,174 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.