EFH
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Eaton Financial Holdings’s United Rentals URI Stock Holding History

Eaton Financial Holdings’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
2024
Q1 		– Sell
-6,758
Closed -$3.88M – 152
2023
Q4 		$3.88M Sell
6,758
-10,378
-61% -$4.9M 0.94% 32
2023
Q3 		$7.62M Buy
+17,136
New +$7.84M 2.04% 8

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Eaton Financial Holdings's URI Position: Q1 2024 in Review

Eaton Financial Holdings sold out of United Rentals (URI) in Q1 2024, closing a stake of 6,758 shares — an estimated $3.88M sold.

Eaton Financial Holdings first reported a position in URI in Q3 2023 and held it in 2 quarters. The position peaked at $7.62M in Q3 2023. 1,180 funds tracked by Wall St. Rank hold URI as of Q1 2024.

  • Eaton Financial Holdings reported no remaining United Rentals position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 6,758 United Rentals shares in Q1 2024, an estimated $3.88M.
  • Eaton Financial Holdings first reported a position in United Rentals in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's United Rentals position peaked at $7.62M in Q3 2023.
  • 1,180 funds tracked by Wall St. Rank held United Rentals as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.