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Gitterman Wealth Management’s United Rentals URI Stock Holding History

Gitterman Wealth Management’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
Q2 		– Sell
-615
Closed -$243K – 107
2023
Q1 		$243K Buy
+615
New +$258K 0.12% 56

Other funds holding URI

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Gitterman Wealth Management's URI Position: Q2 2023 in Review

Gitterman Wealth Management sold out of United Rentals (URI) in Q2 2023, closing a stake of 615 shares — an estimated $243K sold.

Gitterman Wealth Management first reported a position in URI in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

  • Gitterman Wealth Management reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 615 United Rentals shares in Q2 2023, an estimated $243K.
  • Gitterman Wealth Management first reported a position in United Rentals in Q1 2023 and held it in 1 quarter.
  • Gitterman Wealth Management's United Rentals position peaked at $243K in Q1 2023.
  • 985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on Gitterman Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.