HFS
URI icon

HBC Financial Services’s United Rentals URI Stock Holding History

HBC Financial Services’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
-95
Closed -$36K – 209
2023
Q1 		$36K Hold
95
– – 0.03% 86
2022
Q4 		$34K Sell
95
-60
-39% -$19.7K 0.03% 72
2022
Q3 		$41K Hold
155
– – 0.03% 66
2022
Q2 		$38K Buy
155
+50
+48% +$14.7K 0.03% 72
2022
Q1 		$31K Buy
+105
New +$34.3K 0.02% 77

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

HBC Financial Services's URI Position: Q2 2023 in Review

HBC Financial Services sold out of United Rentals (URI) in Q2 2023, closing a stake of 95 shares — an estimated $36K sold.

HBC Financial Services first reported a position in URI in Q1 2022 and held it in 5 quarters. The position peaked at $41K in Q3 2022. 985 funds tracked by Wall St. Rank hold URI as of Q2 2023.

  • HBC Financial Services reported no remaining United Rentals position as of Q2 2023 after selling out during the quarter.
  • HBC Financial Services sold 95 United Rentals shares in Q2 2023, an estimated $36K.
  • HBC Financial Services first reported a position in United Rentals in Q1 2022 and held it in 5 quarters.
  • HBC Financial Services's United Rentals position peaked at $41K in Q3 2022.
  • 985 funds tracked by Wall St. Rank held United Rentals as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.