Connectus Wealth’s United Rentals URI Stock Holding History

Connectus Wealth’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	-388	Closed	-$223K	–	517
2023 Q4	$223K	Buy	+388	New	+$183K	﹤0.01%	474

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Connectus Wealth's URI Position: Q1 2024 in Review

Connectus Wealth sold out of United Rentals (URI) in Q1 2024, closing a stake of 388 shares — an estimated $223K sold.

Connectus Wealth first reported a position in URI in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold URI as of Q1 2024.

Connectus Wealth reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 388 United Rentals shares in Q1 2024, an estimated $223K.
Connectus Wealth first reported a position in United Rentals in Q4 2023 and held it in 1 quarter.
Connectus Wealth's United Rentals position peaked at $223K in Q4 2023.
1,179 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.