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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 – 1470
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 $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return