Carmichael Hill & Associates’s United Rentals URI Stock Holding History

Carmichael Hill & 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
2024 Q3	$36.4K	Buy	45 +20	+80%	+$14.4K	0.01%	414
2024 Q2	$16.2K	Hold	25	–	–	0.01%	510
2024 Q1	$18K	Hold	25	–	–	0.01%	494
2023 Q4	$14.3K	Hold	25	–	–	0.01%	525
2023 Q3	$11.1K	Buy	25 +10	+67%	+$4.58K	0.01%	554
2023 Q2	$6.68K	Hold	15	–	–	﹤0.01%	611
2023 Q1	$5.94K	Hold	15	–	–	﹤0.01%	618
2022 Q4	$5.33K	Hold	15	–	–	﹤0.01%	618
2022 Q3	$4K	Hold	15	–	–	﹤0.01%	708
2022 Q2	$4K	Hold	15	–	–	﹤0.01%	690
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	690
2021 Q4	$5K	Hold	15	–	–	﹤0.01%	712
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	697
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	680
2021 Q1	$5K	Buy	+15	New	+$4.25K	﹤0.01%	660

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carmichael Hill & Associates's URI Position: Q3 2024 in Review

Carmichael Hill & Associates increased its United Rentals (URI) stake by 80% in Q3 2024, buying an estimated $14.4K and bringing the position to 45 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #414.

Carmichael Hill & Associates first reported a position in URI in Q1 2021 and has held it in 15 quarters since. 1,237 funds tracked by Wall St. Rank hold URI as of Q3 2024.

Carmichael Hill & Associates held 45 shares of United Rentals worth $36.4K as of Q3 2024.
Carmichael Hill & Associates bought 20 United Rentals shares in Q3 2024, an estimated $14.4K.
United Rentals made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #414 holding.
Carmichael Hill & Associates first reported a position in United Rentals in Q1 2021 and has held it in 15 quarters since.
1,237 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.