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BKM Wealth Management’s United Rentals URI Stock Holding History

BKM 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
2024
Q2 		– Sell
-436
Closed -$314K – 197
2024
Q1 		$314K Buy
436
+395
+963% +$253K 0.14% 130
2023
Q4 		$23.5K Buy
+41
New +$19.3K 0.01% 353

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BKM Wealth Management's URI Position: Q2 2024 in Review

BKM Wealth Management sold out of United Rentals (URI) in Q2 2024, closing a stake of 436 shares — an estimated $314K sold.

BKM Wealth Management first reported a position in URI in Q4 2023 and held it in 2 quarters. The position peaked at $314K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • BKM Wealth Management reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 436 United Rentals shares in Q2 2024, an estimated $314K.
  • BKM Wealth Management first reported a position in United Rentals in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's United Rentals position peaked at $314K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.