GW & Wade’s United Rentals URI Stock Holding History

GW & Wade’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 Q4	$851K	Buy	1,483 +832	+128%	+$392K	0.03%	243
2023 Q3	$289K	Buy	+651	New	+$298K	0.01%	330

Other funds holding URI

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

GW & Wade's URI Position: Q4 2023 in Review

GW & Wade increased its United Rentals (URI) stake by 128% in Q4 2023, buying an estimated $392K and bringing the position to 1,483 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #243.

GW & Wade first reported a position in URI in Q3 2023 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold URI as of Q4 2023.

GW & Wade held 1,483 shares of United Rentals worth $851K as of Q4 2023.
GW & Wade bought 832 United Rentals shares in Q4 2023, an estimated $392K.
United Rentals made up 0.03% of GW & Wade's portfolio in Q4 2023, its #243 holding.
GW & Wade first reported a position in United Rentals in Q3 2023 and has held it in 2 quarters since.
1,079 funds tracked by Wall St. Rank held United Rentals as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.