CAM
URI icon

Crestone Asset Management’s United Rentals URI Stock Holding History

Crestone Asset Management’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
2022
Q2 		– Sell
-609
Closed -$216K – 92
2022
Q1 		$216K Hold
609
– – 0.05% 82
2021
Q4 		$202K Hold
609
– – 0.04% 92
2021
Q3 		$214K Buy
+609
New +$204K 0.05% 80
2021
Q2 		– Sell
-609
Closed -$201K – 85
2021
Q1 		$201K Buy
+609
New +$172K 0.05% 73

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Crestone Asset Management's URI Position: Q2 2022 in Review

Crestone Asset Management sold out of United Rentals (URI) in Q2 2022, closing a stake of 609 shares — an estimated $216K sold.

Crestone Asset Management first reported a position in URI in Q1 2021 and held it in 4 quarters. The position peaked at $216K in Q1 2022. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Crestone Asset Management reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Crestone Asset Management sold 609 United Rentals shares in Q2 2022, an estimated $216K.
  • Crestone Asset Management first reported a position in United Rentals in Q1 2021 and held it in 4 quarters.
  • Crestone Asset Management's United Rentals position peaked at $216K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Crestone Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.