Ergoteles’s United Rentals URI Stock Holding History

Ergoteles’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
2022 Q4	–	Sell	-2,101	Closed	-$568K	–	1911
2022 Q3	$568K	Buy	+2,101	New	+$611K	0.02%	707
2022 Q1	–	Sell	-841	Closed	-$279K	–	1646
2021 Q4	$279K	Buy	+841	New	+$300K	0.01%	891
2021 Q3	–	Sell	-7,344	Closed	-$2.34M	–	1689
2021 Q2	$2.34M	Buy	+7,344	New	+$2.37M	0.05%	343
2020 Q4	–	Sell	-1,600	Closed	-$279K	–	922
2020 Q3	$279K	Buy	+1,600	New	+$269K	0.04%	371

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ergoteles's URI Position: Q4 2022 in Review

Ergoteles sold out of United Rentals (URI) in Q4 2022, closing a stake of 2,101 shares — an estimated $568K sold.

Ergoteles first reported a position in URI in Q3 2020 and held it in 4 quarters. The position peaked at $2.34M in Q2 2021. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

Ergoteles reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 2,101 United Rentals shares in Q4 2022, an estimated $568K.
Ergoteles first reported a position in United Rentals in Q3 2020 and held it in 4 quarters.
Ergoteles's United Rentals position peaked at $2.34M in Q2 2021.
940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.