Desjardins Global Asset Management’s United Rentals URI Stock Holding History

Desjardins Global 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
2023 Q4	$240K	Buy	418 +5	+1%	+$2.36K	0.03%	324
2023 Q3	$184K	Sell	413 -252	-38%	-$115K	0.02%	383
2023 Q2	$296K	Buy	665 +23	+4%	+$8.52K	0.03%	383
2023 Q1	$254K	Buy	642 +426	+197%	+$179K	0.03%	368
2022 Q4	$76K	Sell	216 -375	-63%	-$123K	0.01%	415
2022 Q3	$159K	Hold	591	–	–	0.02%	363
2022 Q2	$143K	Sell	591 -67	-10%	-$19.7K	0.02%	365
2022 Q1	$233K	Sell	658 -32	-5%	-$10.4K	0.02%	345
2021 Q4	$229K	Buy	+690	New	+$246K	0.02%	354

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Desjardins Global Asset Management's URI Position: Q4 2023 in Review

Desjardins Global Asset Management increased its United Rentals (URI) stake by 1.2% in Q4 2023, buying an estimated $2.36K and bringing the position to 418 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #324.

Desjardins Global Asset Management first reported a position in URI in Q4 2021 and has held it in 9 quarters since. The position peaked at $296K in Q2 2023. 1,077 funds tracked by Wall St. Rank hold URI as of Q4 2023.

Desjardins Global Asset Management held 418 shares of United Rentals worth $240K as of Q4 2023.
Desjardins Global Asset Management bought 5 United Rentals shares in Q4 2023, an estimated $2.36K.
United Rentals made up 0.03% of Desjardins Global Asset Management's portfolio in Q4 2023, its #324 holding.
Desjardins Global Asset Management first reported a position in United Rentals in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's United Rentals position peaked at $296K in Q2 2023.
1,077 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.