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Brave Warrior Advisors’s United Rentals URI Stock Holding History

Brave Warrior Advisors’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
Q4 		– Sell
-418,615
Closed -$186M – 36
2023
Q3 		$186M Sell
418,615
-105,212
-20% -$48.2M 4.65% 11
2023
Q2 		$233M Buy
523,827
+83,056
+19% +$30.8M 6.16% 8
2023
Q1 		$174M Sell
440,771
-1,979
-0.4% -$831K 5.4% 9
2022
Q4 		$157M Sell
442,750
-8,889
-2% -$2.92M 4.96% 9
2022
Q3 		$122M Buy
451,639
+90
+0% +$26.2K 4.22% 10
2022
Q2 		$110M Buy
451,549
+205,131
+83% +$60.4M 3.77% 9
2022
Q1 		$87.5M Buy
+246,418
New +$80.5M 2.58% 12

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Brave Warrior Advisors's URI Position: Q4 2023 in Review

Brave Warrior Advisors sold out of United Rentals (URI) in Q4 2023, closing a stake of 418,615 shares — an estimated $186M sold.

Brave Warrior Advisors first reported a position in URI in Q1 2022 and held it in 7 quarters. The position peaked at $233M in Q2 2023. 1,079 funds tracked by Wall St. Rank hold URI as of Q4 2023.

  • Brave Warrior Advisors reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
  • Brave Warrior Advisors sold 418,615 United Rentals shares in Q4 2023, an estimated $186M.
  • Brave Warrior Advisors first reported a position in United Rentals in Q1 2022 and held it in 7 quarters.
  • Brave Warrior Advisors's United Rentals position peaked at $233M in Q2 2023.
  • 1,079 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Brave Warrior Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.