Greytown Advisors’s United Rentals URI Stock Holding History

Greytown Advisors’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	$281K	Sell	434 -18	-4%	-$12K	0.16%	56
2024 Q1	$326K	Sell	452 -15	-3%	-$9.63K	0.18%	54
2023 Q4	$268K	Sell	467 -4	-0.8%	-$1.89K	0.15%	66
2023 Q3	$209K	Hold	471	–	–	0.12%	76
2023 Q2	$210K	Sell	471 -508	-52%	-$188K	0.11%	78
2023 Q1	$387K	Sell	979 -5	-0.5%	-$2.1K	0.2%	58
2022 Q4	$350K	Hold	984	–	–	0.19%	63
2022 Q3	$266K	Buy	984 +1	+0.1%	+$291	0.16%	78
2022 Q2	$239K	Buy	983 +3	+0.3%	+$883	0.14%	86
2022 Q1	$348K	Sell	980 -211	-18%	-$68.9K	0.17%	77
2021 Q4	$396K	Sell	1,191 -10	-0.8%	-$3.56K	0.17%	81
2021 Q3	$421K	Buy	1,201 +56	+5%	+$18.8K	0.19%	78
2021 Q2	$365K	Buy	1,145 +62	+6%	+$20K	0.18%	76
2021 Q1	$357K	Buy	1,083 +151	+16%	+$42.8K	0.2%	76
2020 Q4	$216K	Buy	+932	New	+$197K	0.15%	82

Other funds holding URI

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Norges Bank Oslo, Norway $935B AUM