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Buckingham Strategic Wealth’s United Rentals URI Stock Holding History

Buckingham Strategic Wealth’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 		$378K Buy
584
+110
+23% +$73.1K ﹤0.01% 535
2024
Q1 		$342K Buy
+474
New +$304K ﹤0.01% 552

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

Buckingham Strategic Wealth's URI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its United Rentals (URI) stake by 23% in Q2 2024, buying an estimated $73.1K and bringing the position to 584 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Buckingham Strategic Wealth first reported a position in URI in Q1 2024 and has held it in 2 quarters since. 1,175 funds tracked by Wall St. Rank hold URI as of Q2 2024.

  • Buckingham Strategic Wealth held 584 shares of United Rentals worth $378K as of Q2 2024.
  • Buckingham Strategic Wealth bought 110 United Rentals shares in Q2 2024, an estimated $73.1K.
  • United Rentals made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #535 holding.
  • Buckingham Strategic Wealth first reported a position in United Rentals in Q1 2024 and has held it in 2 quarters since.
  • 1,175 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.