Graves Light Lenhart Wealth’s United Rentals URI Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-15	Closed	-$4K	–	576
2022 Q2	$4K	Hold	15	–	–	﹤0.01%	555
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	593
2021 Q4	$5K	Hold	15	–	–	﹤0.01%	657
2021 Q3	$5K	Hold	15	–	–	﹤0.01%	646
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	640
2021 Q1	$5K	Hold	15	–	–	﹤0.01%	643
2020 Q4	$3K	Buy	+15	New	+$3.17K	﹤0.01%	661

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Graves Light Lenhart Wealth's URI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of United Rentals (URI) in Q3 2022, closing a stake of 15 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in URI in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 851 funds tracked by Wall St. Rank hold URI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining United Rentals position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 15 United Rentals shares in Q3 2022, an estimated $4K.
Graves Light Lenhart Wealth first reported a position in United Rentals in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's United Rentals position peaked at $5K in Q1 2022.
851 funds tracked by Wall St. Rank held United Rentals as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.