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Cetera Advisors’s United Rentals URI Stock Holding History

Cetera 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
2024
Q1 		$4.45M Buy
6,176
+3,672
+147% +$2.36M 0.04% 502
2023
Q4 		$1.44M Sell
2,504
-275
-10% -$130K 0.02% 625
2023
Q3 		$1.24M Sell
2,779
-57
-2% -$26.1K 0.02% 641
2023
Q2 		$1.26M Buy
2,836
+340
+14% +$126K 0.02% 636
2023
Q1 		$988K Buy
2,496
+223
+10% +$93.7K 0.02% 697
2022
Q4 		$808K Buy
2,273
+347
+18% +$114K 0.01% 755
2022
Q3 		$520K Sell
1,926
-51
-3% -$14.8K 0.01% 768
2022
Q2 		$480K Sell
1,977
-890
-31% -$262K 0.01% 859
2022
Q1 		$1.02M Buy
2,867
+103
+4% +$33.6K 0.02% 599
2021
Q4 		$918K Buy
2,764
+40
+1% +$14.3K 0.02% 640
2021
Q3 		$956K Buy
2,724
+51
+2% +$17.1K 0.02% 627
2021
Q2 		$853K Buy
2,673
+683
+34% +$221K 0.02% 609
2021
Q1 		$655K Buy
1,990
+41
+2% +$11.6K 0.02% 630
2020
Q4 		$452K Sell
1,949
-141
-7% -$29.8K 0.01% 671
2020
Q3 		$365K Buy
2,090
+43
+2% +$7.23K 0.01% 667
2020
Q2 		$305K Sell
2,047
-389
-16% -$49.4K 0.01% 698
2020
Q1 		$251K Sell
2,436
-1,305
-35% -$173K 0.01% 656
2019
Q4 		$626K Sell
3,741
-124
-3% -$18K 0.03% 487
2019
Q3 		$481K Buy
3,865
+131
+4% +$15.9K 0.02% 562
2019
Q2 		$495K Sell
3,734
-231
-6% -$29.3K 0.02% 562
2019
Q1 		$452K Sell
3,965
-565
-12% -$69.8K 0.02% 523
2018
Q4 		$464K Sell
4,530
-316
-7% -$38.1K 0.03% 495
2018
Q3 		$793K Buy
4,846
+390
+9% +$60.7K 0.04% 410
2018
Q2 		$656K Sell
4,456
-58
-1% -$9.48K 0.04% 430
2018
Q1 		$780K Buy
4,514
+107
+2% +$19K 0.05% 361
2017
Q4 		$759K Hold
4,407
– – 0.05% 347
2017
Q3 		$613K Buy
4,407
+1,000
+29% +$119K 0.04% 414
2017
Q2 		$382K Buy
3,407
+953
+39% +$106K 0.02% 545
2017
Q1 		$309K Buy
+2,454
New +$299K 0.02% 569

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cetera Advisors's URI Position: Q1 2024 in Review

Cetera Advisors increased its United Rentals (URI) stake by 147% in Q1 2024, buying an estimated $2.36M and bringing the position to 6,176 shares worth $4.45M. The position accounts for 0.04% of the portfolio, ranked #502.

Cetera Advisors first reported a position in URI in Q1 2017 and has held it in 29 quarters since. 1,181 funds tracked by Wall St. Rank hold URI as of Q1 2024.

  • Cetera Advisors held 6,176 shares of United Rentals worth $4.45M as of Q1 2024.
  • Cetera Advisors bought 3,672 United Rentals shares in Q1 2024, an estimated $2.36M.
  • United Rentals made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #502 holding.
  • Cetera Advisors first reported a position in United Rentals in Q1 2017 and has held it in 29 quarters since.
  • 1,181 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.