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Curi Wealth Management’s United Rentals URI Stock Holding History

Curi Wealth 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
Q3 		– Sell
-11
Closed -$3K – 662
2022
Q2 		$3K Hold
11
– – ﹤0.01% 502
2022
Q1 		$3K Hold
11
– – ﹤0.01% 444
2021
Q4 		$3K Buy
+11
New +$3.92K ﹤0.01% 404

Other funds holding URI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curi Wealth Management's URI Position: Q3 2022 in Review

Curi Wealth Management sold out of United Rentals (URI) in Q3 2022, closing a stake of 11 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in URI in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

  • Curi Wealth Management reported no remaining United Rentals position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 11 United Rentals shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in United Rentals in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's United Rentals position peaked at $3K in Q2 2022.
  • 851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.