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Bourgeon Capital Management’s United Rentals URI Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-8
Closed -$2.84K – 375
2022
Q4 		$2.84K Hold
8
– – ﹤0.01% 296
2022
Q3 		$2K Buy
+8
New +$2.33K ﹤0.01% 313

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Capital World Investors
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Morgan Stanley
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Norges Bank
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Geode Capital Management
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Boston Partners
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Bourgeon Capital Management's URI Position: Q1 2023 in Review

Bourgeon Capital Management sold out of United Rentals (URI) in Q1 2023, closing a stake of 8 shares — an estimated $2.84K sold.

Bourgeon Capital Management first reported a position in URI in Q3 2022 and held it in 2 quarters. The position peaked at $2.84K in Q4 2022. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

  • Bourgeon Capital Management reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 8 United Rentals shares in Q1 2023, an estimated $2.84K.
  • Bourgeon Capital Management first reported a position in United Rentals in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's United Rentals position peaked at $2.84K in Q4 2022.
  • 983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.