Cambridge Trust’s United Rentals URI Stock Holding History

Cambridge Trust’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	-12	Closed	-$4.75K	–	770
2023 Q1	$4.75K	Hold	12	–	–	﹤0.01%	681
2022 Q4	$4K	Hold	12	–	–	﹤0.01%	732
2022 Q3	$3K	Buy	+12	New	+$3.49K	﹤0.01%	766
2022 Q1	–	Sell	-4	Closed	-$1K	–	1169
2021 Q4	$1K	Buy	+4	New	+$1.43K	﹤0.01%	1034

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cambridge Trust's URI Position: Q2 2023 in Review

Cambridge Trust sold out of United Rentals (URI) in Q2 2023, closing a stake of 12 shares — an estimated $4.75K sold.

Cambridge Trust first reported a position in URI in Q4 2021 and held it in 4 quarters. The position peaked at $4.75K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

Cambridge Trust reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
Cambridge Trust sold 12 United Rentals shares in Q2 2023, an estimated $4.75K.
Cambridge Trust first reported a position in United Rentals in Q4 2021 and held it in 4 quarters.
Cambridge Trust's United Rentals position peaked at $4.75K in Q1 2023.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.