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Centerpoint Advisors’s United Rentals URI Stock Holding History

Centerpoint Advisors’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
Q3 		– Sell
-60
Closed -$27K – 632
2023
Q2 		$27K Hold
60
– – 0.01% 214
2023
Q1 		$24K Hold
60
– – 0.01% 234
2022
Q4 		$21K Hold
60
– – 0.01% 200
2022
Q3 		$16K Hold
60
– – 0.01% 193
2022
Q2 		$15K Hold
60
– – 0.01% 205
2022
Q1 		$21K Hold
60
– – 0.01% 193
2021
Q4 		$20K Hold
60
– – 0.01% 181
2021
Q3 		$21K Buy
+60
New +$20.1K 0.01% 166

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centerpoint Advisors's URI Position: Q3 2023 in Review

Centerpoint Advisors sold out of United Rentals (URI) in Q3 2023, closing a stake of 60 shares — an estimated $27K sold.

Centerpoint Advisors first reported a position in URI in Q3 2021 and held it in 8 quarters. The position peaked at $27K in Q2 2023. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • Centerpoint Advisors reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 60 United Rentals shares in Q3 2023, an estimated $27K.
  • Centerpoint Advisors first reported a position in United Rentals in Q3 2021 and held it in 8 quarters.
  • Centerpoint Advisors's United Rentals position peaked at $27K in Q2 2023.
  • 987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.