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C.M. Bidwell & Associates’s United Rentals URI Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-874
Closed -$346K – 582
2023
Q1 		$346K Buy
874
+137
+19% +$57.5K 0.26% 59
2022
Q4 		$262K Hold
737
– – 0.21% 82
2022
Q3 		$199K Sell
737
-33
-4% -$9.61K 0.17% 111
2022
Q2 		$187K Sell
770
-2
-0.3% -$588 0.15% 122
2022
Q1 		$274K Buy
+772
New +$252K 0.18% 102
2019
Q4 		– Sell
-1,555
Closed -$194K – 461
2019
Q3 		$194K Buy
+1,555
New +$189K 0.19% 132
2018
Q2 		– Sell
-2,575
Closed -$445K – 456
2018
Q1 		$445K Buy
2,575
+60
+2% +$10.7K 0.41% 64
2017
Q4 		$432K Buy
+2,515
New +$383K 0.37% 68
2016
Q3 		– Sell
-285
Closed -$19K – 328
2016
Q2 		$19K Buy
+285
New +$18.6K ﹤0.01% 213
2016
Q1 		– Sell
-47,945
Closed -$3.48M – 324
2015
Q4 		$3.48M Hold
47,945
– – 0.83% 60
2015
Q3 		$2.88M Sell
47,945
-46,120
-49% -$3.2M 0.71% 72
2015
Q2 		$8.24M Buy
94,065
+3,465
+4% +$332K 1.84% 7
2015
Q1 		$8.26M Buy
90,600
+51,495
+132% +$4.63M 1.83% 10
2014
Q4 		$3.99M Buy
+39,105
New +$4.19M 0.91% 50
2014
Q3 		– Sell
-42,150
Closed -$4.41M – 295
2014
Q2 		$4.41M Buy
42,150
+38,430
+1,033% +$3.76M 1.01% 40
2014
Q1 		$353K Buy
+3,720
New +$315K 0.08% 100

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

C.M. Bidwell & Associates's URI Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of United Rentals (URI) in Q2 2023, closing a stake of 874 shares — an estimated $346K sold.

C.M. Bidwell & Associates first reported a position in URI in Q1 2014 and held it in 16 quarters. The position peaked at $8.26M in Q1 2015. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

  • C.M. Bidwell & Associates reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 874 United Rentals shares in Q2 2023, an estimated $346K.
  • C.M. Bidwell & Associates first reported a position in United Rentals in Q1 2014 and held it in 16 quarters.
  • C.M. Bidwell & Associates's United Rentals position peaked at $8.26M in Q1 2015.
  • 985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.