Gofen & Glossberg’s United Rentals URI Stock Holding History

Gofen & Glossberg’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	$508K	Buy	1,428 +13	+0.9%	+$4.27K	0.01%	338
2022 Q3	$382K	Hold	1,415	–	–	0.01%	368
2022 Q2	$344K	Hold	1,415	–	–	0.01%	392
2022 Q1	$503K	Hold	1,415	–	–	0.01%	342
2021 Q4	$470K	Hold	1,415	–	–	0.01%	369
2021 Q3	$497K	Hold	1,415	–	–	0.01%	348
2021 Q2	$451K	Hold	1,415	–	–	0.01%	361
2021 Q1	$466K	Hold	1,415	–	–	0.01%	337
2020 Q4	$328K	Hold	1,415	–	–	0.01%	378
2020 Q3	$247K	Hold	1,415	–	–	0.01%	403
2020 Q2	$211K	Buy	+1,415	New	+$180K	0.01%	409
2020 Q1	–	Sell	-1,455	Closed	-$243K	–	470
2019 Q4	$243K	Buy	+1,455	New	+$211K	0.01%	411

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gofen & Glossberg's URI Position: Q4 2022 in Review

Gofen & Glossberg increased its United Rentals (URI) stake by 0.92% in Q4 2022, buying an estimated $4.27K and bringing the position to 1,428 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #338.

Gofen & Glossberg first reported a position in URI in Q4 2019 and has held it in 12 quarters since. 941 funds tracked by Wall St. Rank hold URI as of Q4 2022.

Gofen & Glossberg held 1,428 shares of United Rentals worth $508K as of Q4 2022.
Gofen & Glossberg bought 13 United Rentals shares in Q4 2022, an estimated $4.27K.
United Rentals made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #338 holding.
Gofen & Glossberg first reported a position in United Rentals in Q4 2019 and has held it in 12 quarters since.
941 funds tracked by Wall St. Rank held United Rentals as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.