First Trust Investment Solutions’s United Rentals URI Stock Holding History

First Trust Investment Solutions’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 Q2	–	Sell	-2,425	Closed	-$1.75M	–	295
2024 Q1	$1.75M	Sell	2,425 -575	-19%	-$369K	0.31%	74
2023 Q4	$1.72M	Buy	+3,000	New	+$1.42M	0.36%	71

Other funds holding URI

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Investment Solutions's URI Position: Q2 2024 in Review

First Trust Investment Solutions sold out of United Rentals (URI) in Q2 2024, closing a stake of 2,425 shares — an estimated $1.75M sold.

First Trust Investment Solutions first reported a position in URI in Q4 2023 and held it in 2 quarters. The position peaked at $1.75M in Q1 2024. 1,173 funds tracked by Wall St. Rank hold URI as of Q2 2024.

First Trust Investment Solutions reported no remaining United Rentals position as of Q2 2024 after selling out during the quarter.
First Trust Investment Solutions sold 2,425 United Rentals shares in Q2 2024, an estimated $1.75M.
First Trust Investment Solutions first reported a position in United Rentals in Q4 2023 and held it in 2 quarters.
First Trust Investment Solutions's United Rentals position peaked at $1.75M in Q1 2024.
1,173 funds tracked by Wall St. Rank held United Rentals as of Q2 2024.

Based on First Trust Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.