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Disciplined Investments’s United Rentals URI Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$5.34K – 1468
2023
Q2 		$5.34K Sell
12
-3
-20% -$1.11K ﹤0.01% 407
2023
Q1 		$5.94K Buy
15
+2
+15% +$840 ﹤0.01% 406
2022
Q4 		$4.62K Sell
13
-2
-13% -$657 ﹤0.01% 413
2022
Q3 		$4K Buy
15
+9
+150% +$2.62K ﹤0.01% 476
2022
Q2 		$1K Sell
6
-7
-54% -$2.06K ﹤0.01% 1148
2022
Q1 		$5K Buy
+13
New +$4.25K ﹤0.01% 471

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's URI Position: Q3 2023 in Review

Disciplined Investments sold out of United Rentals (URI) in Q3 2023, closing a stake of 12 shares — an estimated $5.34K sold.

Disciplined Investments first reported a position in URI in Q1 2022 and held it in 6 quarters. The position peaked at $5.94K in Q1 2023. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • Disciplined Investments reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 United Rentals shares in Q3 2023, an estimated $5.34K.
  • Disciplined Investments first reported a position in United Rentals in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's United Rentals position peaked at $5.94K in Q1 2023.
  • 987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.