Concord Wealth Partners’s United Rentals URI Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-4	Closed	-$1.42K	–	1229
2022 Q4	$1.42K	Buy	+4	New	+$1.31K	﹤0.01%	1007
2022 Q3	–	Sell	-4	Closed	-$1K	–	1092
2022 Q2	$1K	Sell	4 -6	-60%	-$1.76K	﹤0.01%	1206
2022 Q1	$4K	Buy	10 +6	+150%	+$1.96K	﹤0.01%	987
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1270
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	872
2021 Q2	$1K	Buy	4 +1	+33%	+$323	﹤0.01%	1014
2021 Q1	$1K	Buy	+3	New	+$850	﹤0.01%	965

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's URI Position: Q1 2023 in Review

Concord Wealth Partners sold out of United Rentals (URI) in Q1 2023, closing a stake of 4 shares — an estimated $1.42K sold.

Concord Wealth Partners first reported a position in URI in Q1 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 983 funds tracked by Wall St. Rank hold URI as of Q1 2023.

Concord Wealth Partners reported no remaining United Rentals position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 4 United Rentals shares in Q1 2023, an estimated $1.42K.
Concord Wealth Partners first reported a position in United Rentals in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's United Rentals position peaked at $4K in Q1 2022.
983 funds tracked by Wall St. Rank held United Rentals as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.