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Colonial Trust Advisors’s United Rentals URI Stock Holding History

Colonial Trust 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 		– Sell
-11
Closed -$6.31K – 1079
2023
Q4 		$6.31K Hold
11
– – ﹤0.01% 576
2023
Q3 		$4.89K Hold
11
– – ﹤0.01% 613
2023
Q2 		$4.9K Hold
11
– – ﹤0.01% 633
2023
Q1 		$4.35K Sell
11
-3
-21% -$1.26K ﹤0.01% 638
2022
Q4 		$4.98K Buy
+14
New +$4.6K ﹤0.01% 616

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 $3.38T AUM 44.17% 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

Colonial Trust Advisors's URI Position: Q1 2024 in Review

Colonial Trust Advisors sold out of United Rentals (URI) in Q1 2024, closing a stake of 11 shares — an estimated $6.31K sold.

Colonial Trust Advisors first reported a position in URI in Q4 2022 and held it in 5 quarters. The position peaked at $6.31K in Q4 2023. 1,181 funds tracked by Wall St. Rank hold URI as of Q1 2024.

  • Colonial Trust Advisors reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 11 United Rentals shares in Q1 2024, an estimated $6.31K.
  • Colonial Trust Advisors first reported a position in United Rentals in Q4 2022 and held it in 5 quarters.
  • Colonial Trust Advisors's United Rentals position peaked at $6.31K in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Colonial Trust Advisors's 13F filing for Q1 2024, filed 14 May 2024.