DCM Advisors’s United Rentals URI Stock Holding History

DCM 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
2022 Q3	–	Sell	-1,668	Closed	-$405K	–	223
2022 Q2	$405K	Sell	1,668 -1,432	-46%	-$421K	0.18%	122
2022 Q1	$1.1M	Sell	3,100 -476	-13%	-$155K	0.39%	66
2021 Q4	$1.19M	Sell	3,576 -100	-3%	-$35.7K	0.35%	73
2021 Q3	$1.29M	Sell	3,676 -909	-20%	-$305K	0.5%	53
2021 Q2	$1.46M	Buy	4,585 +1,274	+38%	+$411K	0.83%	29
2021 Q1	$1.09M	Buy	3,311 +1,432	+76%	+$406K	0.63%	50
2020 Q4	$436K	Buy	+1,879	New	+$397K	0.25%	108

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 $3.37T AUM 44.26% 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

DCM Advisors's URI Position: Q3 2022 in Review

DCM Advisors sold out of United Rentals (URI) in Q3 2022, closing a stake of 1,668 shares — an estimated $405K sold.

DCM Advisors first reported a position in URI in Q4 2020 and held it in 7 quarters. The position peaked at $1.46M in Q2 2021. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

DCM Advisors reported no remaining United Rentals position as of Q3 2022 after selling out during the quarter.
DCM Advisors sold 1,668 United Rentals shares in Q3 2022, an estimated $405K.
DCM Advisors first reported a position in United Rentals in Q4 2020 and held it in 7 quarters.
DCM Advisors's United Rentals position peaked at $1.46M in Q2 2021.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on DCM Advisors's 13F filing for Q3 2022, filed 11 Sep 2023.