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FDx Advisors’s United Rentals URI Stock Holding History

FDx Advisors’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
-679
Closed -$303K – 774
2023
Q2 		$303K Buy
+679
New +$252K 0.02% 589
2022
Q1 		– Sell
-1,026
Closed -$341K – 904
2021
Q4 		$341K Sell
1,026
-3
-0.3% -$1.07K 0.01% 660
2021
Q3 		$361K Buy
1,029
+71
+7% +$23.8K 0.01% 597
2021
Q2 		$306K Buy
958
+230
+32% +$74.3K 0.01% 658
2021
Q1 		$240K Buy
+728
New +$206K 0.01% 691
2018
Q4 		– Sell
-2,318
Closed -$379K – 800
2018
Q3 		$379K Buy
2,318
+398
+21% +$61.9K 0.01% 613
2018
Q2 		$283K Sell
1,920
-6,845
-78% -$1.12M 0.01% 742
2018
Q1 		$1.51M Sell
8,765
-75
-0.8% -$13.3K 0.05% 367
2017
Q4 		$1.52M Sell
8,840
-1,407
-14% -$214K 0.04% 413
2017
Q3 		$1.42M Buy
10,247
+1,214
+13% +$145K 0.04% 418
2017
Q2 		$1.02M Sell
9,033
-1,727
-16% -$193K 0.03% 508
2017
Q1 		$1.35M Sell
10,760
-64
-0.6% -$7.79K 0.04% 420
2016
Q4 		$1.14M Sell
10,824
-98
-0.9% -$8.92K 0.03% 484
2016
Q3 		$857K Sell
10,922
-714
-6% -$54.7K 0.04% 433
2016
Q2 		$781K Sell
11,636
-609
-5% -$39.8K 0.04% 439
2016
Q1 		$762K Buy
+12,245
New +$681K 0.03% 457
2015
Q3 		– Sell
-4,944
Closed -$433K – 874
2015
Q2 		$433K Sell
4,944
-656
-12% -$62.8K 0.02% 629
2015
Q1 		$508K Buy
5,600
+23
+0.4% +$2.07K 0.01% 940
2014
Q4 		$569K Buy
5,577
+755
+16% +$80.9K 0.03% 501
2014
Q3 		$536K Sell
4,822
-161
-3% -$18.1K 0.03% 556
2014
Q2 		$522K Sell
4,983
-1,062
-18% -$104K 0.03% 564
2014
Q1 		$574K Sell
6,045
-2,297
-28% -$195K 0.05% 397
2013
Q4 		$650K Sell
8,342
-1,046
-11% -$70.1K 0.06% 298
2013
Q3 		$547K Buy
+9,388
New +$521K 0.06% 274

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

FDx Advisors's URI Position: Q3 2023 in Review

FDx Advisors sold out of United Rentals (URI) in Q3 2023, closing a stake of 679 shares — an estimated $303K sold.

FDx Advisors first reported a position in URI in Q3 2013 and held it in 24 quarters. The position peaked at $1.52M in Q4 2017. 987 funds tracked by Wall St. Rank hold URI as of Q3 2023.

  • FDx Advisors reported no remaining United Rentals position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 679 United Rentals shares in Q3 2023, an estimated $303K.
  • FDx Advisors first reported a position in United Rentals in Q3 2013 and held it in 24 quarters.
  • FDx Advisors's United Rentals position peaked at $1.52M in Q4 2017.
  • 987 funds tracked by Wall St. Rank held United Rentals as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.