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Evoke Wealth’s United Rentals URI Stock Holding History

Evoke Wealth’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
-29
Closed -$8K – 1097
2022
Q3 		$8K Sell
29
-86
-75% -$25K ﹤0.01% 805
2022
Q2 		$28K Buy
115
+73
+174% +$21.5K ﹤0.01% 606
2022
Q1 		$15K Buy
42
+21
+100% +$6.86K ﹤0.01% 708
2021
Q4 		$7K Hold
21
– – ﹤0.01% 850
2021
Q3 		$7K Hold
21
– – ﹤0.01% 804
2021
Q2 		$7K Sell
21
-3
-13% -$969 ﹤0.01% 811
2021
Q1 		$8K Hold
24
– – ﹤0.01% 740
2020
Q4 		$6K Sell
24
-367
-94% -$77.5K ﹤0.01% 690
2020
Q3 		$68K Sell
391
-12
-3% -$2.02K 0.01% 326
2020
Q2 		$60K Buy
403
+386
+2,271% +$49K 0.01% 330
2020
Q1 		$1.75K Sell
17
-38
-69% -$5.04K ﹤0.01% 826
2019
Q4 		$9.17K Hold
55
– – ﹤0.01% 774
2019
Q3 		$6.86K Buy
+55
New +$6.67K ﹤0.01% 909

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evoke Wealth's URI Position: Q4 2022 in Review

Evoke Wealth sold out of United Rentals (URI) in Q4 2022, closing a stake of 29 shares — an estimated $8K sold.

Evoke Wealth first reported a position in URI in Q3 2019 and held it in 13 quarters. The position peaked at $68K in Q3 2020. 940 funds tracked by Wall St. Rank hold URI as of Q4 2022.

  • Evoke Wealth reported no remaining United Rentals position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 29 United Rentals shares in Q4 2022, an estimated $8K.
  • Evoke Wealth first reported a position in United Rentals in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's United Rentals position peaked at $68K in Q3 2020.
  • 940 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.