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Estate Counselors’s United Rentals URI Stock Holding History

Estate Counselors’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
Q2 		– Sell
-3,435
Closed -$1.22M – 200
2022
Q1 		$1.22M Hold
3,435
– – 0.16% 74
2021
Q4 		$1.14M Buy
3,435
+55
+2% +$19.6K 0.14% 91
2021
Q3 		$1.19M Buy
3,380
+40
+1% +$13.4K 0.15% 86
2021
Q2 		$1.06M Buy
3,340
+65
+2% +$21K 0.14% 94
2021
Q1 		$1.08M Sell
3,275
-1,725
-35% -$489K 0.16% 76
2020
Q4 		$1.16M Buy
5,000
+1,610
+47% +$340K 0.17% 62
2020
Q3 		$592K Buy
3,390
+10
+0.3% +$1.68K 0.09% 73
2020
Q2 		$503K Buy
3,380
+160
+5% +$20.3K 0.08% 89
2020
Q1 		$331K Buy
+3,220
New +$427K 0.05% 111

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Estate Counselors's URI Position: Q2 2022 in Review

Estate Counselors sold out of United Rentals (URI) in Q2 2022, closing a stake of 3,435 shares — an estimated $1.22M sold.

Estate Counselors first reported a position in URI in Q1 2020 and held it in 9 quarters. The position peaked at $1.22M in Q1 2022. 825 funds tracked by Wall St. Rank hold URI as of Q2 2022.

  • Estate Counselors reported no remaining United Rentals position as of Q2 2022 after selling out during the quarter.
  • Estate Counselors sold 3,435 United Rentals shares in Q2 2022, an estimated $1.22M.
  • Estate Counselors first reported a position in United Rentals in Q1 2020 and held it in 9 quarters.
  • Estate Counselors's United Rentals position peaked at $1.22M in Q1 2022.
  • 825 funds tracked by Wall St. Rank held United Rentals as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.