De Burlo Group’s United Rentals URI Stock Holding History

De Burlo Group’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
2023 Q2	–	Sell	-27,000	Closed	-$10.7M	–	92
2023 Q1	$10.7M	Buy	+27,000	New	+$11.3M	2.09%	19
2017 Q2	–	Sell	-28,400	Closed	-$3.55M	–	114
2017 Q1	$3.55M	Buy	+28,400	New	+$3.45M	0.77%	38
2014 Q4	–	Sell	-58,000	Closed	-$6.44M	–	115
2014 Q3	$6.44M	Buy	+58,000	New	+$6.52M	1.42%	27

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

De Burlo Group's URI Position: Q2 2023 in Review

De Burlo Group sold out of United Rentals (URI) in Q2 2023, closing a stake of 27,000 shares — an estimated $10.7M sold.

De Burlo Group first reported a position in URI in Q3 2014 and held it in 3 quarters. The position peaked at $10.7M in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

De Burlo Group reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
De Burlo Group sold 27,000 United Rentals shares in Q2 2023, an estimated $10.7M.
De Burlo Group first reported a position in United Rentals in Q3 2014 and held it in 3 quarters.
De Burlo Group's United Rentals position peaked at $10.7M in Q1 2023.
985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on De Burlo Group's 13F filing for Q2 2023, filed 14 Aug 2023.