Crewe Advisors’s United Rentals URI Stock Holding History

Crewe 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 Q3	–	Sell	-76	Closed	-$49.2K	–	983
2024 Q2	$49.2K	Buy	76 +39	+105%	+$25.9K	0.01%	372
2024 Q1	$26.7K	Buy	+37	New	+$23.7K	﹤0.01%	456
2023 Q4	–	Sell	-1	Closed	-$445	–	687
2023 Q3	$445	Hold	1	–	–	﹤0.01%	394
2023 Q2	$446	Buy	+1	New	+$371	﹤0.01%	639
2023 Q1	–	Sell	-21	Closed	-$7.46K	–	1027
2022 Q4	$7.46K	Sell	21 -29	-58%	-$9.53K	﹤0.01%	602
2022 Q3	$14K	Buy	50 +6	+14%	+$1.75K	﹤0.01%	574
2022 Q2	$11K	Buy	+44	New	+$12.9K	﹤0.01%	580
2021 Q3	–	Sell	-5	Closed	-$2K	–	466
2021 Q2	$2K	Sell	5 -21	-81%	-$6.78K	﹤0.01%	416
2021 Q1	$9K	Hold	26	–	–	﹤0.01%	307
2020 Q4	$6K	Sell	26 -14	-35%	-$2.96K	﹤0.01%	346
2020 Q3	$7K	Buy	+40	New	+$6.72K	﹤0.01%	307

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

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

Bank of America

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

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

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return