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Gateway Advisory’s United Rentals URI Stock Holding History

Gateway Advisory’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
Q3 		$677K Sell
836
-21
-2% -$15.1K 0.11% 73
2024
Q2 		$554K Buy
857
+68
+9% +$45.2K 0.09% 86
2024
Q1 		$569K Buy
789
+259
+49% +$166K 0.1% 84
2023
Q4 		$304K Buy
+530
New +$250K 0.06% 89
2023
Q2 		– Sell
-1,319
Closed -$522K – 112
2023
Q1 		$522K Buy
+1,319
New +$554K 0.12% 58
2022
Q1 		– Sell
-1,344
Closed -$447K – 117
2021
Q4 		$447K Sell
1,344
-150
-10% -$53.5K 0.1% 69
2021
Q3 		$524K Buy
1,494
+29
+2% +$9.73K 0.11% 61
2021
Q2 		$467K Buy
1,465
+709
+94% +$229K 0.1% 67
2021
Q1 		$249K Buy
+756
New +$214K 0.06% 62

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gateway Advisory's URI Position: Q3 2024 in Review

Gateway Advisory reduced its United Rentals (URI) stake by 2.5% in Q3 2024, selling an estimated $15.1K and leaving 836 shares worth $677K. The position accounts for 0.11% of the portfolio, ranked #73.

Gateway Advisory first reported a position in URI in Q1 2021 and has held it in 9 quarters since. 1,237 funds tracked by Wall St. Rank hold URI as of Q3 2024.

  • Gateway Advisory held 836 shares of United Rentals worth $677K as of Q3 2024.
  • Gateway Advisory sold 21 United Rentals shares in Q3 2024, an estimated $15.1K.
  • United Rentals made up 0.11% of Gateway Advisory's portfolio in Q3 2024, its #73 holding.
  • Gateway Advisory first reported a position in United Rentals in Q1 2021 and has held it in 9 quarters since.
  • 1,237 funds tracked by Wall St. Rank held United Rentals as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.