C2C Wealth Management’s United Rentals URI Stock Holding History

C2C Wealth 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 Q4	–	Sell	-3,790	Closed	-$1.65M	–	221
2023 Q3	$1.65M	Hold	3,790	–	–	0.23%	44
2023 Q2	$1.72M	Sell	3,790 -25	-0.7%	-$9.27K	0.23%	45
2023 Q1	$1.43M	Buy	+3,815	New	+$1.6M	0.23%	53

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

C2C Wealth Management's URI Position: Q4 2023 in Review

C2C Wealth Management sold out of United Rentals (URI) in Q4 2023, closing a stake of 3,790 shares — an estimated $1.65M sold.

C2C Wealth Management first reported a position in URI in Q1 2023 and held it in 3 quarters. The position peaked at $1.72M in Q2 2023. 1,078 funds tracked by Wall St. Rank hold URI as of Q4 2023.

C2C Wealth Management reported no remaining United Rentals position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 3,790 United Rentals shares in Q4 2023, an estimated $1.65M.
C2C Wealth Management first reported a position in United Rentals in Q1 2023 and held it in 3 quarters.
C2C Wealth Management's United Rentals position peaked at $1.72M in Q2 2023.
1,078 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.