Bollard Group’s United Rentals URI Stock Holding History

Bollard Group’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 Q3	–	Sell	-5	Closed	-$2K	–	643
2023 Q2	$2K	Buy	+5	New	+$1.85K	﹤0.01%	562

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

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bollard Group's URI Position: Q3 2023 in Review

Bollard Group sold out of United Rentals (URI) in Q3 2023, closing a stake of 5 shares — an estimated $2K sold.

Bollard Group first reported a position in URI in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

Bollard Group reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 5 United Rentals shares in Q3 2023, an estimated $2K.
Bollard Group first reported a position in United Rentals in Q2 2023 and held it in 1 quarter.
Bollard Group's United Rentals position peaked at $2K in Q2 2023.
987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.