BerganKDV Wealth Management’s United Rentals URI Stock Holding History

BerganKDV 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 Q2	$45.9K	Sell	103 -1	-1%	-$371	﹤0.01%	388
2023 Q1	$41.2K	Sell	104 -1	-1%	-$420	﹤0.01%	416
2022 Q4	$37.3K	Hold	105	–	–	﹤0.01%	409
2022 Q3	$28K	Buy	105 +21	+25%	+$6.11K	﹤0.01%	445
2022 Q2	$20K	Hold	84	–	–	﹤0.01%	497
2022 Q1	$30K	Hold	84	–	–	﹤0.01%	466
2021 Q4	$28K	Hold	84	–	–	﹤0.01%	497
2021 Q3	$29K	Hold	84	–	–	﹤0.01%	474
2021 Q2	$27K	Hold	84	–	–	﹤0.01%	482
2021 Q1	$28K	Hold	84	–	–	﹤0.01%	441
2020 Q4	$19K	Hold	84	–	–	﹤0.01%	487
2020 Q3	$15K	Hold	84	–	–	﹤0.01%	460
2020 Q2	$13K	Buy	84 +9	+12%	+$1.14K	﹤0.01%	507
2020 Q1	$8K	Hold	75	–	–	﹤0.01%	522
2019 Q4	$13K	Hold	75	–	–	﹤0.01%	505
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	518
2019 Q2	$10K	Buy	+75	New	+$9.52K	﹤0.01%	523

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Norges Bank Oslo, Norway $1T AUM

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

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

BerganKDV Wealth Management's URI Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its United Rentals (URI) stake by 0.96% in Q2 2023, selling an estimated $371 and leaving 103 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

BerganKDV Wealth Management first reported a position in URI in Q2 2019 and has held it in 17 quarters since. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

BerganKDV Wealth Management held 103 shares of United Rentals worth $45.9K as of Q2 2023.
BerganKDV Wealth Management sold 1 United Rentals share in Q2 2023, an estimated $371.
United Rentals made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #388 holding.
BerganKDV Wealth Management first reported a position in United Rentals in Q2 2019 and has held it in 17 quarters since.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.